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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 | $259,766 | $104,694+148.1% | $85,709+203.1% | $167,536+55.1% |
| Participation rate | 16.7% | 76.4%-59.7pp | 69.9%-53.2pp | 82.1%-65.4pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |