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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 | $690,123 | $147,594+367.6% | $121,871+466.3% | $198,609+247.5% |
| Participation rate | 14.3% | 78.0%-63.7pp | 73.2%-58.9pp | 82.4%-68.1pp |
| Annual return | 0.02% | 12.94%-12.9pp | 13.57%-13.5pp | 202.70%-202.7pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,134-100.0% | $11,551-100.0% | $19,030-100.0% |