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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 | $2,531,156 | $77,920+3148.4% | $149,723+1590.6% | $75,177+3266.9% |
| Participation rate | 2.3% | 65.6%-63.3pp | 78.8%-76.5pp | 67.2%-64.9pp |
| Annual return | 0.99% | 31.72%-30.7pp | 134.50%-133.5pp | 160.75%-159.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |