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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 | $1,037,242 | $444,907+133.1% | $304,612+240.5% | $382,429+171.2% |
| Participation rate | 14.3% | 89.6%-75.3pp | 81.9%-67.6pp | 87.7%-73.5pp |
| Annual return | -21.72% | 345.83%-367.5pp | 329.91%-351.6pp | 248.85%-270.6pp |
| Employer contribution / active EE | $0 | $10,568-100.0% | $7,476-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $7,127-100.0% | $5,388-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $16,329-100.0% | $12,962-100.0% | $30,732-100.0% |