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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 | $560,151 | $162,821+244.0% | $133,978+318.1% | $158,982+252.3% |
| Participation rate | 11.1% | 83.2%-72.1pp | 79.8%-68.7pp | 82.0%-70.9pp |
| Annual return | -0.22% | 41.95%-42.2pp | 45.10%-45.3pp | 302.99%-303.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24 | $11,742-99.8% | $8,930-99.7% | $11,252-99.8% |