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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 | $6,278 | $144,124-95.6% | $117,857-94.7% | $147,585-95.7% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 19.48% | 531.17%-511.7pp | 335.09%-315.6pp | 578.57%-559.1pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,853 | $5,316-65.2% | $4,482-58.7% | $5,439-65.9% |
| Admin fee / account holder | $119 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |