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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 | $518,838 | $129,737+299.9% | $119,126+335.5% | $154,746+235.3% |
| Participation rate | 5.3% | 78.9%-73.6pp | 75.8%-70.5pp | 80.7%-75.4pp |
| Annual return | -13.33% | 379.08%-392.4pp | 282.11%-295.4pp | 172.34%-185.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |