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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 | $436,690 | $257,899+69.3% | $227,317+92.1% | $382,429+14.2% |
| Participation rate | 11.1% | 88.6%-77.5pp | 83.7%-72.6pp | 87.7%-76.6pp |
| Annual return | -6.67% | -6.88%+0.2pp | -6.47%-0.2pp | 248.85%-255.5pp |
| Employer contribution / active EE | $0 | $4,490-100.0% | $3,845-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,249-100.0% | $4,124-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $12,635-100.0% | $12,529-100.0% | $30,732-100.0% |