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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 | $1,613,646 | $147,594+993.3% | $121,871+1224.1% | $198,609+712.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.2%-23.2pp | 82.4%-32.4pp |
| Annual return | -16.13% | 12.94%-29.1pp | 13.57%-29.7pp | 202.70%-218.8pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,134-100.0% | $11,551-100.0% | $19,030-100.0% |