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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 | $10,954 | $150,346-92.7% | $120,524-90.9% | $145,877-92.5% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 29.53% | 154.40%-124.9pp | 107.36%-77.8pp | 551.28%-521.8pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,374 | $6,172-61.5% | $4,994-52.5% | $6,691-64.5% |
| Admin fee / account holder | $81 | $12,215-99.3% | $9,440-99.1% | $13,402-99.4% |