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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 | $820,446 | $132,634+518.6% | $115,768+608.7% | $137,256+497.7% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.4%-61.9pp | 80.0%-67.5pp |
| Annual return | -0.50% | 160.70%-161.2pp | 100.46%-101.0pp | 220.34%-220.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |