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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 | $324,026 | $216,874+49.4% | $174,595+85.6% | $382,429-15.3% |
| Participation rate | 0.0% | 86.9%-86.9pp | 85.1%-85.1pp | 87.7%-87.7pp |
| Annual return | 16.12% | 7969.70%-7953.6pp | 6861.22%-6845.1pp | 248.85%-232.7pp |
| Employer contribution / active EE | $0 | $4,110-100.0% | $3,630-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $4,229 | $4,809-12.1% | $4,379-3.4% | $5,727-26.2% |
| Admin fee / account holder | $202 | $12,030-98.3% | $10,352-98.1% | $30,732-99.3% |