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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 | $2,199,696 | $181,062+1114.9% | $158,223+1290.3% | $155,188+1317.4% |
| Participation rate | 7.7% | 82.7%-75.0pp | 79.2%-71.5pp | 80.8%-73.1pp |
| Annual return | -3.51% | 57.39%-60.9pp | 52.09%-55.6pp | 148.84%-152.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |