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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 | $8,768 | $227,633-96.1% | $189,597-95.4% | $167,553-94.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 9.68% | 78.45%-68.8pp | 64.20%-54.5pp | 478.89%-469.2pp |
| Employer contribution / active EE | $2,866 | $5,317-46.1% | $4,412-35.1% | $4,840-40.8% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |