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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 | $11,284 | $226,135-95.0% | $182,558-93.8% | $152,909-92.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 69.66% | 192.60%-122.9pp | 148.59%-78.9pp | 345.46%-275.8pp |
| Employer contribution / active EE | $1,259 | $4,979-74.7% | $4,076-69.1% | $4,764-73.6% |
| Participant deferral / active EE | $1,980 | $6,371-68.9% | $5,526-64.2% | $5,851-66.2% |
| Admin fee / account holder | $130 | $10,707-98.8% | $8,594-98.5% | $11,601-98.9% |