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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 | $268,113 | $101,342+164.6% | - | $158,966+68.7% |
| Participation rate | 66.7% | 71.5%-4.8pp | - | 82.0%-15.3pp |
| Annual return | 2.43% | 35.92%-33.5pp | - | 302.95%-300.5pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,815-100.0% | - | $5,983-100.0% |
| Admin fee / account holder | $19 | $2,869-99.4% | - | $11,250-99.8% |