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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 | $5,419 | $96,643-94.4% | $86,617-93.7% | $139,456-96.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 13.69% | 106.57%-92.9pp | 591.91%-578.2pp | 373.45%-359.8pp |
| Employer contribution / active EE | $1,989 | $3,264-39.1% | $3,023-34.2% | $4,753-58.1% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $54 | $6,406-99.2% | $5,613-99.0% | $11,407-99.5% |