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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 | $7,333 | $149,679-95.1% | $117,039-93.7% | $147,586-95.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 53.48% | 19.31%+34.2pp | 18.95%+34.5pp | 578.59%-525.1pp |
| Employer contribution / active EE | $1,205 | $4,937-75.6% | $3,785-68.2% | $4,876-75.3% |
| Participant deferral / active EE | $1,584 | $4,912-67.8% | $3,929-59.7% | $5,439-70.9% |
| Admin fee / account holder | $44 | $7,856-99.4% | $5,974-99.3% | $10,886-99.6% |