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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 | $511,157 | $132,634+285.4% | $115,768+341.5% | $137,256+272.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | -10.05% | 160.70%-170.8pp | 100.46%-110.5pp | 220.34%-230.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |