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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 | $177,595+187.8% | $148,496+244.2% | $198,609+157.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | -10.05% | 9.97%-20.0pp | 12.33%-22.4pp | 202.70%-212.7pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |