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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 | $400,818 | $75,541+430.6% | $152,093+163.5% | $82,637+385.0% |
| Participation rate | 4.2% | 66.5%-62.4pp | 77.8%-73.6pp | 68.1%-63.9pp |
| Annual return | 0.01% | 32.56%-32.5pp | 66.36%-66.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |