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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 | $383,926 | $156,963+144.6% | $121,204+216.8% | $139,466+175.3% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | -1.09% | 1476.75%-1477.8pp | 987.18%-988.3pp | 373.66%-374.8pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |