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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 | $589,437 | $102,595+474.5% | $94,057+526.7% | $154,746+280.9% |
| Participation rate | 9.1% | 76.0%-66.9pp | 73.3%-64.3pp | 80.7%-71.6pp |
| Annual return | -4.00% | 583.42%-587.4pp | 480.62%-484.6pp | 172.34%-176.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |