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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 | $158,393+178.9% | $143,412+208.0% | $155,188+184.6% |
| Participation rate | 25.0% | 79.7%-54.7pp | 78.5%-53.5pp | 80.8%-55.8pp |
| Annual return | -0.96% | 324.22%-325.2pp | 256.99%-257.9pp | 148.84%-149.8pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $7,193-100.0% | $6,816-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,964-100.0% | $11,396-100.0% | $14,480-100.0% |