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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,512 | $73,518-88.4% | $63,003-86.5% | $147,585-94.2% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.8%-19.3pp | 82.8%-27.3pp |
| Annual return | 33.67% | 175.46%-141.8pp | 87.59%-53.9pp | 578.57%-544.9pp |
| Employer contribution / active EE | $1,158 | $3,322-65.2% | $2,760-58.1% | $4,876-76.3% |
| Participant deferral / active EE | $1,702 | $4,183-59.3% | $3,329-48.9% | $5,439-68.7% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |