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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 | $261,254 | $131,835+98.2% | $108,582+140.6% | $273,972-4.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | -7.23% | -91.57%+84.3pp | -51.70%+44.5pp | 41.46%-48.7pp |
| Employer contribution / active EE | $24,259 | $4,913+393.8% | $3,758+545.5% | $4,869+398.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $72 | $10,253-99.3% | $7,645-99.1% | $10,133-99.3% |