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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 | $8,004 | $111,785-92.8% | $93,669-91.5% | $145,877-94.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 20.68% | 203.79%-183.1pp | 133.59%-112.9pp | 551.28%-530.6pp |
| Employer contribution / active EE | $1,133 | $3,096-63.4% | $2,424-53.2% | $4,663-75.7% |
| Participant deferral / active EE | $1,936 | $4,919-60.6% | $4,416-56.2% | $6,691-71.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |