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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 | $12,794 | $197,637-93.5% | $177,848-92.8% | $158,982-92.0% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 153.76% | 58.77%+95.0pp | 48.33%+105.4pp | 302.99%-149.2pp |
| Employer contribution / active EE | $1,452 | $6,698-78.3% | $5,919-75.5% | $4,763-69.5% |
| Participant deferral / active EE | $6,955 | $8,405-17.2% | $7,714-9.8% | $5,983+16.2% |
| Admin fee / account holder | $50 | $15,406-99.7% | $12,431-99.6% | $11,252-99.6% |