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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 | $14,942 | $150,447-90.1% | $136,298-89.0% | $147,586-89.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 25.76% | 1049.15%-1023.4pp | 5156.27%-5130.5pp | 578.59%-552.8pp |
| Employer contribution / active EE | $1,107 | $5,256-78.9% | $4,696-76.4% | $4,876-77.3% |
| Participant deferral / active EE | $4,105 | $6,631-38.1% | $6,247-34.3% | $5,439-24.5% |
| Admin fee / account holder | $145 | $10,906-98.7% | $9,244-98.4% | $10,886-98.7% |