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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,850 | $194,546+90.1% | $177,138+108.8% | $461,066-19.8% |
| Participation rate | 14.3% | 87.7%-73.4pp | 80.4%-66.1pp | 87.7%-73.4pp |
| Annual return | -3.51% | -1.68%-1.8pp | -1.47%-2.0pp | 484.84%-488.4pp |
| Employer contribution / active EE | $0 | $3,127-100.0% | $2,899-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $4,619-100.0% | $4,283-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $31,625-100.0% | $26,176-100.0% | $28,147-100.0% |