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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 | $7,076 | $183,592-96.1% | $155,567-95.5% | $145,959-95.2% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.0pp | 80.3%-17.1pp |
| Annual return | 138.30% | 61.24%+77.1pp | 64.74%+73.6pp | 561.95%-423.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,583 | $6,464-60.0% | $5,628-54.1% | $6,689-61.4% |
| Admin fee / account holder | $13 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |