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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 | $371,020 | $76,519+384.9% | $56,025+562.2% | $145,897+154.3% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 2.07% | 3017.03%-3015.0pp | 1712.69%-1710.6pp | 552.29%-550.2pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |