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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 | $266,268 | $52,580+406.4% | $71,671+271.5% | $70,126+279.7% |
| Participation rate | 4.0% | 60.9%-56.9pp | 68.7%-64.7pp | 69.5%-65.5pp |
| Annual return | -70.41% | 20.25%-90.7pp | 20.65%-91.1pp | 73.15%-143.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |