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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 | $6,587 | $112,131-94.1% | $95,964-93.1% | $158,982-95.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 44.46% | 171.19%-126.7pp | 91.64%-47.2pp | 302.99%-258.5pp |
| Employer contribution / active EE | $2,524 | $3,199-21.1% | $2,541-0.7% | $4,763-47.0% |
| Participant deferral / active EE | $2,553 | $4,784-46.6% | $4,167-38.7% | $5,983-57.3% |
| Admin fee / account holder | $114 | $10,136-98.9% | $6,797-98.3% | $11,252-99.0% |