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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 | $499,959 | $48,327+934.5% | $67,575+639.9% | $80,935+517.7% |
| Participation rate | 2.8% | 66.4%-63.6pp | 72.9%-70.1pp | 67.7%-64.9pp |
| Annual return | -19.75% | 18.31%-38.1pp | 3528.98%-3548.7pp | 35.66%-55.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |