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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 | $10,345,317 | $58,258+17657.8% | $81,820+12544.0% | $80,925+12683.9% |
| Participation rate | 1.1% | 63.5%-62.4pp | 72.4%-71.3pp | 67.7%-66.6pp |
| Annual return | 10.68% | 41.76%-31.1pp | 777.93%-767.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |