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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 | $800,027 | $150,435+431.8% | $120,580+563.5% | $145,897+448.3% |
| Participation rate | 25.0% | 78.8%-53.8pp | 72.0%-47.0pp | 80.3%-55.3pp |
| Annual return | -0.13% | 154.60%-154.7pp | 107.48%-107.6pp | 552.29%-552.4pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |