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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 | $1,190,795 | $169,356+603.1% | $129,406+820.2% | $145,897+716.2% |
| Participation rate | 14.3% | 76.5%-62.2pp | 69.6%-55.4pp | 80.3%-66.0pp |
| Annual return | -24.97% | 14418.62%-14443.6pp | 9468.18%-9493.2pp | 552.29%-577.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |