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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 | $7,415 | $81,643-90.9% | $70,462-89.5% | $158,950-95.3% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 19.14% | 208.51%-189.4pp | 109.08%-89.9pp | 302.91%-283.8pp |
| Employer contribution / active EE | $5,239 | $3,218+62.8% | $2,737+91.4% | $4,762+10.0% |
| Participant deferral / active EE | $6,696 | $4,555+47.0% | $3,710+80.5% | $5,983+11.9% |
| Admin fee / account holder | $91 | $6,194-98.5% | $3,845-97.6% | $11,248-99.2% |