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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 | $435,179 | $81,727+432.5% | $58,534+643.5% | $139,427+212.1% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | -0.58% | 7422.38%-7423.0pp | 4248.32%-4248.9pp | 373.27%-373.9pp |
| Employer contribution / active EE | $0 | $1,399-100.0% | $1,054-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,711-100.0% |
| Admin fee / account holder | $200 | $3,271-93.9% | $2,519-92.1% | $11,404-98.2% |