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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 | $371,630 | $110,337+236.8% | $102,383+263.0% | $145,877+154.8% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.5%-52.3pp | 80.3%-58.1pp |
| Annual return | -22.60% | 24.83%-47.4pp | 24.94%-47.5pp | 551.28%-573.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |