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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 | $7,624 | $102,638-92.6% | $81,982-90.7% | $158,982-95.2% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.3%-6.8pp | 82.0%-19.5pp |
| Annual return | 353.16% | 61.05%+292.1pp | 41.31%+311.8pp | 302.99%+50.2pp |
| Employer contribution / active EE | $877 | $3,241-73.0% | $2,498-64.9% | $4,763-81.6% |
| Participant deferral / active EE | $1,106 | $4,649-76.2% | $3,722-70.3% | $5,983-81.5% |
| Admin fee / account holder | $58 | $8,237-99.3% | $5,665-99.0% | $11,252-99.5% |