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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 | $472,068 | $218,893+115.7% | $436,953+8.0% | $233,076+102.5% |
| Participation rate | 40.0% | 49.9%-9.9pp | 44.2%-4.2pp | 46.4%-6.4pp |
| Annual return | -3.92% | -114.99%+111.1pp | -102.04%+98.1pp | -82.67%+78.7pp |
| Employer contribution / active EE | $41,248 | $39,361+4.8% | $36,232+13.8% | $43,771-5.8% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |