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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 | $467,537 | $57,305+715.9% | $86,640+439.6% | $75,173+521.9% |
| Participation rate | 2.5% | 63.2%-60.7pp | 71.7%-69.2pp | 67.2%-64.7pp |
| Annual return | 0.05% | 2674.24%-2674.2pp | 592.52%-592.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |