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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 | $902,195 | $58,099+1452.9% | $76,872+1073.6% | $75,173+1100.2% |
| Participation rate | 3.8% | 63.9%-60.0pp | 69.6%-65.7pp | 67.2%-63.4pp |
| Annual return | -14.49% | 26.71%-41.2pp | 37.90%-52.4pp | 160.72%-175.2pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,778-100.0% | $5,476-100.0% | $5,651-100.0% |