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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 | $680,427 | $141,004+382.6% | $112,273+506.0% | $139,456+387.9% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -4.71% | 32.75%-37.5pp | 30.23%-34.9pp | 373.45%-378.2pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |