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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 | $6,594 | $100,911-93.5% | $90,440-92.7% | $158,966-95.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 51.03% | 1726.62%-1675.6pp | 1294.38%-1243.3pp | 302.95%-251.9pp |
| Employer contribution / active EE | $165 | $3,690-95.5% | $3,263-94.9% | $4,762-96.5% |
| Participant deferral / active EE | $2,917 | $4,348-32.9% | $3,964-26.4% | $5,983-51.2% |
| Admin fee / account holder | $214 | $6,507-96.7% | $5,615-96.2% | $11,250-98.1% |