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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 | $9,748 | $99,345-90.2% | $84,753-88.5% | $273,972-96.4% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 1226.31% | 22.93%+1203.4pp | 22.78%+1203.5pp | 41.46%+1184.9pp |
| Employer contribution / active EE | $886 | $4,214-79.0% | $3,574-75.2% | $4,869-81.8% |
| Participant deferral / active EE | $1,627 | $4,270-61.9% | $3,712-56.2% | $5,287-69.2% |
| Admin fee / account holder | $98 | $6,645-98.5% | $5,333-98.2% | $10,133-99.0% |