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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 | $465,972 | $110,307+322.4% | $96,576+382.5% | $139,456+234.1% |
| Participation rate | 7.7% | 78.1%-70.4pp | 76.0%-68.3pp | 80.3%-72.6pp |
| Annual return | -28.00% | 26.40%-54.4pp | 25.87%-53.9pp | 373.45%-401.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |