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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 | $294,416 | $138,114+113.2% | $125,391+134.8% | $134,545+118.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.06% | 750.88%-771.9pp | 572.41%-593.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $1,600 | $5,246-69.5% | $4,816-66.8% | $4,742-66.3% |
| Participant deferral / active EE | $6,833 | $7,801-12.4% | $7,448-8.3% | $6,401+6.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |