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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 | $11,943 | $107,363-88.9% | $92,909-87.1% | $152,897-92.2% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 28.35% | 145.63%-117.3pp | 109.44%-81.1pp | 345.43%-317.1pp |
| Employer contribution / active EE | $1,142 | $4,222-73.0% | $3,653-68.7% | $4,764-76.0% |
| Participant deferral / active EE | $1,761 | $4,848-63.7% | $4,238-58.4% | $5,851-69.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |