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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 | $26,475 | $180,459-85.3% | $154,108-82.8% | $135,380-80.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 1.57% | 888.21%-886.6pp | 735.21%-733.6pp | 519.81%-518.2pp |
| Employer contribution / active EE | $3,280 | $6,035-45.7% | $5,298-38.1% | $4,779-31.4% |
| Participant deferral / active EE | $6,213 | $5,806+7.0% | $5,081+22.3% | $5,609+10.8% |
| Admin fee / account holder | $75 | $16,145-99.5% | $13,411-99.4% | $10,828-99.3% |