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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 | $271,777 | $110,278+146.4% | $95,740+183.9% | $139,466+94.9% |
| Participation rate | 20.0% | 75.7%-55.7pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | -34.25% | 27.19%-61.4pp | 28.41%-62.7pp | 373.66%-407.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |