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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 | $315,000 | $96,361+226.9% | $80,607+290.8% | $139,456+125.9% |
| Participation rate | 20.0% | 73.6%-53.6pp | 67.0%-47.0pp | 80.3%-60.3pp |
| Annual return | -10.00% | 1350.95%-1360.9pp | 936.11%-946.1pp | 373.45%-383.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,448-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |