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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 | $400,000 | $110,212+262.9% | $96,534+314.4% | $139,466+186.8% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | -19.19% | 26.42%-45.6pp | 25.88%-45.1pp | 373.66%-392.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |