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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 | $591,115 | $100,203+489.9% | $85,240+593.5% | $145,897+305.2% |
| Participation rate | 12.5% | 74.1%-61.6pp | 67.5%-55.0pp | 80.3%-67.8pp |
| Annual return | -39.55% | 84.28%-123.8pp | 66.75%-106.3pp | 552.29%-591.8pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |