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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 | $370,147 | $27,936+1225.0% | $58,561+532.1% | $75,173+392.4% |
| Participation rate | 3.8% | 38.8%-35.0pp | 50.9%-47.0pp | 67.2%-63.4pp |
| Annual return | 4.05% | 44.21%-40.2pp | 4251.33%-4247.3pp | 160.72%-156.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |