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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 | $9,214 | $63,342-85.5% | $92,236-90.0% | $70,131-86.9% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 70.82% | 530.15%-459.3pp | 176.29%-105.5pp | 73.14%-2.3pp |
| Employer contribution / active EE | $1,433 | $2,471-42.0% | $3,679-61.0% | $2,342-38.8% |
| Participant deferral / active EE | $1,470 | $2,854-48.5% | $3,897-62.3% | $3,332-55.9% |
| Admin fee / account holder | $174 | $3,840-95.5% | $5,194-96.6% | $4,645-96.2% |