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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 | $9,136 | $104,924-91.3% | $84,623-89.2% | $152,885-94.0% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.5%-20.0pp |
| Annual return | 39.26% | 373.82%-334.6pp | 258.77%-219.5pp | 345.39%-306.1pp |
| Employer contribution / active EE | $1,155 | $3,302-65.0% | $2,652-56.5% | $4,763-75.8% |
| Participant deferral / active EE | $1,893 | $4,689-59.6% | $3,899-51.4% | $5,851-67.6% |
| Admin fee / account holder | $123 | $6,242-98.0% | $4,913-97.5% | $11,598-98.9% |