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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 | $5,714 | $149,679-96.2% | $117,039-95.1% | $147,586-96.1% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 100.00% | 19.31%+80.7pp | 18.95%+81.1pp | 578.59%-478.6pp |
| Employer contribution / active EE | $1,286 | $4,937-74.0% | $3,785-66.0% | $4,876-73.6% |
| Participant deferral / active EE | $1,770 | $4,912-64.0% | $3,929-55.0% | $5,439-67.5% |
| Admin fee / account holder | $8 | $7,856-99.9% | $5,974-99.9% | $10,886-99.9% |