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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $429,974 | $99,011+334.3% | $86,582+396.6% | $147,586+191.3% |
| Participation rate | 10.0% | 76.3%-66.3pp | 73.5%-63.5pp | 82.8%-72.8pp |
| Annual return | -4.77% | 1312.75%-1317.5pp | 965.08%-969.9pp | 578.59%-583.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |