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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 | $687,361 | $176,105+290.3% | $159,474+331.0% | $167,536+310.3% |
| Participation rate | 20.0% | 85.0%-65.0pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | -26.21% | 331.91%-358.1pp | 263.68%-289.9pp | 478.82%-505.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $179 | $12,559-98.6% | $10,802-98.3% | $12,315-98.5% |