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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 | $284,761 | $124,425+128.9% | $112,040+154.2% | $137,256+107.5% |
| Participation rate | 11.1% | 79.3%-68.2pp | 76.5%-65.4pp | 80.0%-68.8pp |
| Annual return | -31.25% | 24.72%-56.0pp | 24.52%-55.8pp | 220.34%-251.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |