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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 | $90,397+1240.4% | $76,002+1494.3% | $145,959+730.1% |
| Participation rate | 10.0% | 74.5%-64.5pp | 69.1%-59.1pp | 80.3%-70.3pp |
| Annual return | -11.45% | 621.97%-633.4pp | 360.07%-371.5pp | 561.95%-573.4pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |