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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 | $8,518 | $226,135-96.2% | $182,558-95.3% | $152,909-94.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 41.81% | 192.60%-150.8pp | 148.59%-106.8pp | 345.46%-303.7pp |
| Employer contribution / active EE | $1,566 | $4,979-68.6% | $4,076-61.6% | $4,764-67.1% |
| Participant deferral / active EE | $2,439 | $6,371-61.7% | $5,526-55.9% | $5,851-58.3% |
| Admin fee / account holder | $24 | $10,707-99.8% | $8,594-99.7% | $11,601-99.8% |