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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 | $6,594 | $104,251-93.7% | $91,004-92.8% | $147,587-95.5% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 53.41% | 27.06%+26.4pp | 4.60%+48.8pp | 578.60%-525.2pp |
| Employer contribution / active EE | $1,071 | $3,116-65.6% | $2,456-56.4% | $4,876-78.0% |
| Participant deferral / active EE | $1,955 | $4,195-53.4% | $3,548-44.9% | $5,439-64.1% |
| Admin fee / account holder | $187 | $8,948-97.9% | $5,417-96.6% | $10,886-98.3% |