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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 | $455,937 | $176,402+158.5% | $134,162+239.8% | $158,966+186.8% |
| Participation rate | 28.6% | 78.7%-50.2pp | 72.2%-43.6pp | 82.0%-53.4pp |
| Annual return | -37.03% | 63.66%-100.7pp | 36.35%-73.4pp | 302.95%-340.0pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |