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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 | $13,099 | $115,814-88.7% | $101,275-87.1% | $158,982-91.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 26.33% | 56.16%-29.8pp | 46.48%-20.2pp | 302.99%-276.7pp |
| Employer contribution / active EE | $1,470 | $4,176-64.8% | $3,660-59.8% | $4,763-69.1% |
| Participant deferral / active EE | $1,875 | $4,958-62.2% | $4,371-57.1% | $5,983-68.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |