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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 | $5,886 | $81,696-92.8% | $70,494-91.6% | $158,982-96.3% |
| Participation rate | 64.3% | 77.7%-13.4pp | 75.1%-10.8pp | 82.0%-17.7pp |
| Annual return | 33.27% | 208.70%-175.4pp | 109.16%-75.9pp | 302.99%-269.7pp |
| Employer contribution / active EE | $622 | $3,220-80.7% | $2,738-77.3% | $4,763-86.9% |
| Participant deferral / active EE | $1,617 | $4,558-64.5% | $3,711-56.4% | $5,983-73.0% |
| Admin fee / account holder | $90 | $6,200-98.6% | $3,848-97.7% | $11,252-99.2% |