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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 | $325,603 | $119,351+172.8% | $101,347+221.3% | $382,429-14.9% |
| Participation rate | 33.3% | 70.4%-37.1pp | 71.9%-38.6pp | 87.7%-54.4pp |
| Annual return | -23.80% | -45.02%+21.2pp | -44.15%+20.3pp | 248.85%-272.7pp |
| Employer contribution / active EE | $0 | $1,987-100.0% | $1,685-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $2,526-100.0% | $2,328-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $3,547-100.0% | $3,532-100.0% | $30,732-100.0% |