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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 | $362,921 | $109,967+230.0% | $97,197+273.4% | $145,877+148.8% |
| Participation rate | 33.3% | 76.0%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | -20.14% | 244.27%-264.4pp | 75.47%-95.6pp | 551.28%-571.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |