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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 | $328,918 | $88,778+270.5% | $81,844+301.9% | $145,884+125.5% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | -16.05% | 1033.03%-1049.1pp | 778.87%-794.9pp | 551.85%-567.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |