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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 | $795,227+30.4% | $600,090+72.8% | $352,355+194.4% |
| Participation rate | 14.3% | 66.7%-52.4pp | 59.7%-45.4pp | 89.9%-75.6pp |
| Annual return | -21.72% | -8.01%-13.7pp | -7.95%-13.8pp | 910.77%-932.5pp |
| Employer contribution / active EE | $0 | $25,958-100.0% | $17,387-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $4,077-100.0% | $6,422-100.0% |
| Admin fee / account holder | $0 | $21,018-100.0% | $16,072-100.0% | $32,261-100.0% |