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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 | $688,502+50.7% | $612,566+69.3% | $461,066+125.0% |
| Participation rate | 14.3% | 93.5%-79.2pp | 89.6%-75.3pp | 87.7%-73.4pp |
| Annual return | -21.72% | 673.65%-695.4pp | 668.32%-690.0pp | 484.84%-506.6pp |
| Employer contribution / active EE | $0 | $15,083-100.0% | $13,765-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $11,956-100.0% | $10,655-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $17,670-100.0% | $19,357-100.0% | $28,147-100.0% |