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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 | $123,412+264.6% | $69,460+547.9% | $145,978+208.3% |
| Participation rate | 22.2% | 69.2%-47.0pp | 66.4%-44.2pp | 80.3%-58.1pp |
| Annual return | -35.71% | 191.25%-227.0pp | 100.80%-136.5pp | 550.52%-586.2pp |
| Employer contribution / active EE | $0 | $2,684-100.0% | $1,714-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,816-100.0% | $4,695-100.0% | $13,400-100.0% |