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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 | $4,540 | $144,124-96.9% | $117,857-96.1% | $147,585-96.9% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 28.80% | 531.17%-502.4pp | 335.09%-306.3pp | 578.57%-549.8pp |
| Employer contribution / active EE | $1,175 | $4,897-76.0% | $3,786-69.0% | $4,876-75.9% |
| Participant deferral / active EE | $1,884 | $5,316-64.6% | $4,482-58.0% | $5,439-65.4% |
| Admin fee / account holder | $46 | $10,886-99.6% | $8,020-99.4% | $10,885-99.6% |