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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 | $441,739 | $165,584+166.8% | $142,942+209.0% | $137,256+221.8% |
| Participation rate | 25.0% | 80.1%-55.1pp | 76.8%-51.8pp | 80.0%-55.0pp |
| Annual return | -0.96% | 164.22%-165.2pp | 113.70%-114.7pp | 220.34%-221.3pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |