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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 | $394,889 | $56,134+603.5% | $96,192+310.5% | $85,851+360.0% |
| Participation rate | 6.9% | 56.7%-49.8pp | 68.4%-61.5pp | 69.3%-62.4pp |
| Annual return | 5.55% | 42.30%-36.8pp | 192.09%-186.5pp | 318.63%-313.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $23 | $3,769-99.4% | $5,539-99.6% | $6,261-99.6% |