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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 | $10,666 | $98,240-89.1% | $82,312-87.0% | $147,586-92.8% |
| Participation rate | 58.8% | 79.7%-20.9pp | 76.9%-18.1pp | 82.8%-24.0pp |
| Annual return | 6724.66% | 30.85%+6693.8pp | 25.88%+6698.8pp | 578.59%+6146.1pp |
| Employer contribution / active EE | $1,139 | $3,192-64.3% | $2,428-53.1% | $4,876-76.6% |
| Participant deferral / active EE | $1,383 | $4,383-68.5% | $3,706-62.7% | $5,439-74.6% |
| Admin fee / account holder | $6 | $8,563-99.9% | $5,608-99.9% | $10,886-99.9% |