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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 | $863,441 | $142,354+506.5% | $125,529+587.8% | $155,188+456.4% |
| Participation rate | 33.3% | 78.1%-44.7pp | 74.7%-41.4pp | 80.8%-47.5pp |
| Annual return | -10.17% | 306.06%-316.2pp | 202.56%-212.7pp | 148.84%-159.0pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |