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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 | $6,730 | $138,114-95.1% | $125,391-94.6% | $134,545-95.0% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.2pp | 81.2%-12.0pp |
| Annual return | 22.38% | 750.88%-728.5pp | 572.41%-550.0pp | 418.37%-396.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,071 | $7,801-60.6% | $7,448-58.8% | $6,401-52.0% |
| Admin fee / account holder | $34 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |