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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 | $450,000 | $123,750+263.6% | $69,611+546.4% | $145,877+208.5% |
| Participation rate | 22.2% | 69.2%-47.0pp | 66.4%-44.2pp | 80.3%-58.1pp |
| Annual return | -35.71% | 192.03%-227.7pp | 101.14%-136.9pp | 551.28%-587.0pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,696-100.0% | $13,402-100.0% |