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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 | $5,455 | $90,530-94.0% | $76,030-92.8% | $145,897-96.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 34.25% | 625.08%-590.8pp | 361.54%-327.3pp | 552.29%-518.0pp |
| Employer contribution / active EE | $1,286 | $3,319-61.3% | $2,688-52.2% | $4,663-72.4% |
| Participant deferral / active EE | $1,461 | $5,164-71.7% | $4,257-65.7% | $6,689-78.2% |
| Admin fee / account holder | $16 | $8,383-99.8% | $6,421-99.8% | $13,390-99.9% |