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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 | $398,704 | $117,895+238.2% | $102,460+289.1% | $145,897+173.3% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | -0.98% | 31.92%-32.9pp | 29.47%-30.5pp | 552.29%-553.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |