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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 | $1,211,667 | $90,614+1237.2% | $76,089+1492.4% | $145,877+730.6% |
| Participation rate | 10.0% | 74.5%-64.5pp | 69.1%-59.1pp | 80.3%-70.3pp |
| Annual return | -11.45% | 623.80%-635.2pp | 360.94%-372.4pp | 551.28%-562.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |