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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 | $51,604+644.9% | $129,295+197.3% | $80,874+375.3% |
| Participation rate | 2.3% | 57.0%-54.7pp | 69.6%-67.3pp | 67.6%-65.3pp |
| Annual return | 6.99% | 20.76%-13.8pp | 9429.28%-9422.3pp | 35.62%-28.6pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,665-100.0% | $6,935-100.0% |