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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 | $375,000 | $191,007+96.3% | $161,398+132.3% | $461,066-18.7% |
| Participation rate | 50.0% | 71.6%-21.6pp | 70.1%-20.1pp | 87.7%-37.7pp |
| Annual return | -1.06% | -23.40%+22.3pp | -22.22%+21.2pp | 484.84%-485.9pp |
| Employer contribution / active EE | $0 | $0 | $3,139-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $1,469-100.0% | $2,184-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $2,072-100.0% | $4,607-100.0% | $28,147-100.0% |