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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 | $11,639 | $112,915-89.7% | $90,965-87.2% | $158,950-92.7% |
| Participation rate | 63.2% | 74.7%-11.6pp | 69.0%-5.9pp | 82.0%-18.8pp |
| Annual return | 41.55% | 215.75%-174.2pp | 134.57%-93.0pp | 302.91%-261.4pp |
| Employer contribution / active EE | $1,314 | $2,894-54.6% | $2,122-38.1% | $4,762-72.4% |
| Participant deferral / active EE | $2,804 | $4,128-32.1% | $3,373-16.9% | $5,983-53.1% |
| Admin fee / account holder | $46 | $8,044-99.4% | $5,960-99.2% | $11,248-99.6% |