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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 | $9,623 | $112,935-91.5% | $90,970-89.4% | $158,966-93.9% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 29.20% | 215.79%-186.6pp | 134.58%-105.4pp | 302.95%-273.7pp |
| Employer contribution / active EE | $1,539 | $2,895-46.8% | $2,122-27.5% | $4,762-67.7% |
| Participant deferral / active EE | $2,145 | $4,129-48.1% | $3,373-36.4% | $5,983-64.2% |
| Admin fee / account holder | $50 | $8,045-99.4% | $5,960-99.2% | $11,250-99.6% |