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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 | $7,117 | $156,927-95.5% | $121,169-94.1% | $139,456-94.9% |
| Participation rate | 56.5% | 76.4%-19.9pp | 69.5%-13.0pp | 80.3%-23.8pp |
| Annual return | 39.25% | 1475.85%-1436.6pp | 986.71%-947.5pp | 373.45%-334.2pp |
| Employer contribution / active EE | $1,120 | $5,542-79.8% | $4,168-73.1% | $4,753-76.4% |
| Participant deferral / active EE | $1,268 | $4,848-73.8% | $4,083-68.9% | $6,711-81.1% |
| Admin fee / account holder | $140 | $6,946-98.0% | $5,645-97.5% | $11,407-98.8% |