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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 | $414,197 | $117,904+251.3% | $102,457+304.3% | $145,978+183.7% |
| Participation rate | 9.1% | 78.6%-69.5pp | 76.5%-67.4pp | 80.3%-71.2pp |
| Annual return | -11.11% | 31.80%-42.9pp | 29.41%-40.5pp | 550.52%-561.6pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |