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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 | $253,431 | $104,953+141.5% | $84,637+199.4% | $152,909+65.7% |
| Participation rate | 20.0% | 74.8%-54.8pp | 68.2%-48.2pp | 82.5%-62.5pp |
| Annual return | 7.84% | 373.94%-366.1pp | 258.82%-251.0pp | 345.46%-337.6pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |