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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 | $297,011 | $125,184+137.3% | $105,607+181.2% | $145,884+103.6% |
| Participation rate | 9.1% | 77.6%-68.6pp | 75.3%-66.2pp | 80.3%-71.2pp |
| Annual return | 0.68% | 225.00%-224.3pp | 116.11%-115.4pp | 551.85%-551.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |