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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 | $9,216 | $157,296-94.1% | $141,191-93.5% | $152,897-94.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 49.59% | 64.34%-14.7pp | 71.41%-21.8pp | 345.43%-295.8pp |
| Employer contribution / active EE | $2,260 | $5,262-57.1% | $4,736-52.3% | $4,764-52.6% |
| Participant deferral / active EE | $3,778 | $7,111-46.9% | $6,710-43.7% | $5,851-35.4% |
| Admin fee / account holder | $23 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |