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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 | $639,346 | $29,319+2080.6% | $52,425+1119.6% | $82,448+675.5% |
| Participation rate | 3.3% | 46.9%-43.5pp | 55.6%-52.3pp | 68.1%-64.7pp |
| Annual return | -2.21% | 535.20%-537.4pp | 302.12%-304.3pp | 41.64%-43.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |