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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 | $467,551 | $110,240+324.1% | $96,544+384.3% | $139,487+235.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.7pp | 80.3%-47.0pp |
| Annual return | -5.62% | 26.41%-32.0pp | 25.88%-31.5pp | 373.84%-379.5pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |