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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $417,379 | $268,458+55.5% | $264,156+58.0% | $237,064+76.1% |
| Participation rate | 66.7% | 50.9%+15.8pp | 45.6%+21.1pp | 45.6%+21.0pp |
| Annual return | 5.13% | 4.72%+0.4pp | 4.74%+0.4pp | 4.16%+1.0pp |
| Employer contribution / active EE | $127,647 | $48,881+161.1% | $46,220+176.2% | $42,918+197.4% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $12,218-100.0% | $12,050-100.0% | $21,465-100.0% |