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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 | $2,597 | $96,643-97.3% | $86,617-97.0% | $139,456-98.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 13.45% | 106.57%-93.1pp | 591.91%-578.5pp | 373.45%-360.0pp |
| Employer contribution / active EE | $1,378 | $3,264-57.8% | $3,023-54.4% | $4,753-71.0% |
| Participant deferral / active EE | $1,345 | $4,835-72.2% | $4,437-69.7% | $6,711-80.0% |
| Admin fee / account holder | $6 | $6,406-99.9% | $5,613-99.9% | $11,407-99.9% |