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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 | $546,770 | $117,829+364.0% | $102,423+433.8% | $145,877+274.8% |
| Participation rate | 16.7% | 78.6%-61.9pp | 76.5%-59.8pp | 80.3%-63.6pp |
| Annual return | -52.19% | 31.83%-84.0pp | 29.42%-81.6pp | 551.28%-603.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |