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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 | $579,702 | $92,743+525.1% | $82,744+600.6% | $134,532+330.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -21.87% | 946.63%-968.5pp | 702.22%-724.1pp | 418.27%-440.1pp |
| Employer contribution / active EE | $662 | $3,273-79.8% | $3,008-78.0% | $4,741-86.0% |
| Participant deferral / active EE | $6,750 | $4,802+40.6% | $4,395+53.6% | $6,401+5.5% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |