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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 | $283,882 | $70,366+303.4% | $66,674+325.8% | $138,895+104.4% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.7%-55.5pp | 79.9%-61.7pp |
| Annual return | -14.72% | 386.41%-401.1pp | 321.24%-336.0pp | 145.39%-160.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |