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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 | $698,361 | $100,279+596.4% | $81,353+758.4% | $145,884+378.7% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | -4.46% | 34.49%-39.0pp | 24.82%-29.3pp | 551.85%-556.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |