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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 | $401,797 | $167,030+140.6% | $135,768+195.9% | $155,188+158.9% |
| Participation rate | 9.1% | 76.2%-67.1pp | 71.1%-62.0pp | 80.8%-71.7pp |
| Annual return | 3.75% | 678.39%-674.6pp | 526.10%-522.3pp | 148.84%-145.1pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |