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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $283,700 | $768,500-63.1% | $455,481-37.7% | $382,429-25.8% |
| Participation rate | 14.3% | 73.1%-58.8pp | 71.0%-56.7pp | 87.7%-73.5pp |
| Annual return | 0.84% | -6.81%+7.6pp | -2.82%+3.7pp | 248.85%-248.0pp |
| Employer contribution / active EE | $0 | $6,516-100.0% | $5,016-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $3,736-100.0% | $3,583-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $26,750-100.0% | $17,461-100.0% | $30,732-100.0% |