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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 | $17,447 | $165,399-89.5% | $149,745-88.3% | $158,982-89.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 58.01% | 348.34%-290.3pp | 276.72%-218.7pp | 302.99%-245.0pp |
| Employer contribution / active EE | $1,217 | $5,105-76.2% | $4,646-73.8% | $4,763-74.4% |
| Participant deferral / active EE | $6,500 | $7,183-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $58 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |