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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 | $1,312,924 | $88,996+1375.3% | $78,004+1583.2% | $138,895+845.3% |
| Participation rate | 5.0% | 74.4%-69.4pp | 69.4%-64.4pp | 79.9%-74.9pp |
| Annual return | -9.45% | 28.03%-37.5pp | 31.07%-40.5pp | 145.39%-154.8pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |