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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 | $10,525 | $81,643-87.1% | $70,462-85.1% | $158,950-93.4% |
| Participation rate | 52.6% | 77.7%-25.1pp | 75.1%-22.4pp | 82.0%-29.3pp |
| Annual return | 50.21% | 208.51%-158.3pp | 109.08%-58.9pp | 302.91%-252.7pp |
| Employer contribution / active EE | $1,393 | $3,218-56.7% | $2,737-49.1% | $4,762-70.7% |
| Participant deferral / active EE | $2,885 | $4,555-36.7% | $3,710-22.2% | $5,983-51.8% |
| Admin fee / account holder | $71 | $6,194-98.8% | $3,845-98.1% | $11,248-99.4% |