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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 | $6,449 | $58,391-89.0% | $76,667-91.6% | $72,976-91.2% |
| Participation rate | 69.3% | 67.4%+2.0pp | 72.1%-2.8pp | 69.5%-0.2pp |
| Annual return | 24.09% | 2306.65%-2282.6pp | 1166.74%-1142.6pp | 81.02%-56.9pp |
| Employer contribution / active EE | $911 | $1,787-49.0% | $2,303-60.5% | $2,440-62.7% |
| Participant deferral / active EE | $2,050 | $2,690-23.8% | $3,336-38.5% | $3,608-43.2% |
| Admin fee / account holder | $71 | $4,014-98.2% | $6,423-98.9% | $5,124-98.6% |