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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 | $16,556 | $171,867-90.4% | $149,721-88.9% | $147,586-88.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 12.89% | 2113.36%-2100.5pp | 1501.67%-1488.8pp | 578.59%-565.7pp |
| Employer contribution / active EE | $3,585 | $6,275-42.9% | $5,444-34.2% | $4,876-26.5% |
| Participant deferral / active EE | $7,114 | $7,270-2.1% | $6,568+8.3% | $5,439+30.8% |
| Admin fee / account holder | $33 | $13,799-99.8% | $11,282-99.7% | $10,886-99.7% |