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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 | $7,080 | $217,432-96.7% | $185,849-96.2% | $167,536-95.8% |
| Participation rate | 61.9% | 86.1%-24.1pp | 81.7%-19.8pp | 82.1%-20.2pp |
| Annual return | 29.16% | 148.42%-119.3pp | 122.10%-92.9pp | 478.82%-449.7pp |
| Employer contribution / active EE | $1,482 | $5,875-74.8% | $5,169-71.3% | $4,839-69.4% |
| Participant deferral / active EE | $2,546 | $6,357-60.0% | $5,569-54.3% | $6,342-59.9% |
| Admin fee / account holder | $6 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |