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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 | $138,312+105.9% | $122,979+131.6% | $155,188+83.5% |
| Participation rate | 11.1% | 80.2%-69.1pp | 77.2%-66.1pp | 80.8%-69.7pp |
| Annual return | -31.25% | 22.06%-53.3pp | 20.12%-51.4pp | 148.84%-180.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |