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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 | $13,903 | $124,346-88.8% | $111,308-87.5% | $167,536-91.7% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 26.88% | 37.45%-10.6pp | 54.67%-27.8pp | 478.82%-451.9pp |
| Employer contribution / active EE | $1,675 | $3,437-51.3% | $2,732-38.7% | $4,839-65.4% |
| Participant deferral / active EE | $4,704 | $5,182-9.2% | $4,487+4.8% | $6,342-25.8% |
| Admin fee / account holder | $97 | $10,621-99.1% | $7,965-98.8% | $12,315-99.2% |