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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 | $767,414 | $123,155+523.1% | $108,753+605.6% | $155,188+394.5% |
| Participation rate | 20.0% | 75.6%-55.6pp | 71.1%-51.1pp | 80.8%-60.8pp |
| Annual return | 0.84% | 44.73%-43.9pp | 37.47%-36.6pp | 148.84%-148.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |