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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 | $384,411 | $51,638+644.4% | $129,406+197.1% | $80,959+374.8% |
| Participation rate | 2.3% | 56.9%-54.6pp | 69.6%-67.3pp | 67.7%-65.3pp |
| Annual return | 6.99% | 20.78%-13.8pp | 9468.18%-9461.2pp | 35.67%-28.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $4,313-100.0% | $7,689-100.0% | $6,925-100.0% |