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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 | $263,409 | $106,905+146.4% | $84,020+213.5% | $152,885+72.3% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | -23.48% | 105.00%-128.5pp | 71.31%-94.8pp | 345.39%-368.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |