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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 | $19,906 | $135,645-85.3% | $110,243-81.9% | $135,379-85.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | 8.04% | 513.24%-505.2pp | 314.76%-306.7pp | 519.79%-511.7pp |
| Employer contribution / active EE | $1,417 | $4,907-71.1% | $3,827-63.0% | $4,779-70.3% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,672+71.2% | $5,609+42.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |