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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 | $340,163 | $102,595+231.6% | $94,057+261.7% | $154,746+119.8% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | -15.45% | 583.42%-598.9pp | 480.62%-496.1pp | 172.34%-187.8pp |
| Employer contribution / active EE | $1,667 | $3,147-47.0% | $2,933-43.2% | $4,379-61.9% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |