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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 | $625,000 | $77,814+703.2% | $158,223+295.0% | $86,983+618.5% |
| Participation rate | 3.3% | 68.4%-65.1pp | 79.2%-75.9pp | 69.5%-66.2pp |
| Annual return | -1.57% | 30.54%-32.1pp | 52.09%-53.7pp | 25.83%-27.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |