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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 | $5,769 | $165,939-96.5% | $122,354-95.3% | $147,586-96.1% |
| Participation rate | 63.6% | 79.6%-15.9pp | 71.6%-8.0pp | 82.8%-19.2pp |
| Annual return | 95.02% | 34.56%+60.5pp | 30.28%+64.7pp | 578.59%-483.6pp |
| Employer contribution / active EE | $1,496 | $5,754-74.0% | $4,051-63.1% | $4,876-69.3% |
| Participant deferral / active EE | $1,662 | $4,005-58.5% | $3,287-49.4% | $5,439-69.4% |
| Admin fee / account holder | $44 | $7,425-99.4% | $5,479-99.2% | $10,886-99.6% |