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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 | $7,566 | $152,612-95.0% | $125,192-94.0% | $152,897-95.1% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 59.03% | 54.85%+4.2pp | 43.79%+15.2pp | 345.43%-286.4pp |
| Employer contribution / active EE | $1,884 | $4,947-61.9% | $3,866-51.3% | $4,764-60.4% |
| Participant deferral / active EE | $3,333 | $5,868-43.2% | $4,937-32.5% | $5,851-43.0% |
| Admin fee / account holder | $38 | $13,437-99.7% | $9,704-99.6% | $11,599-99.7% |