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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 | $9,651 | $106,923-91.0% | $84,023-88.5% | $152,909-93.7% |
| Participation rate | 60.0% | 75.3%-15.3pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 138.82% | 105.02%+33.8pp | 71.32%+67.5pp | 345.46%-206.6pp |
| Employer contribution / active EE | $2,176 | $2,735-20.4% | $1,984+9.7% | $4,764-54.3% |
| Participant deferral / active EE | $5,277 | $4,013+31.5% | $3,239+62.9% | $5,851-9.8% |
| Admin fee / account holder | $43 | $8,289-99.5% | $6,102-99.3% | $11,601-99.6% |