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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 | $8,154 | $109,344-92.5% | $89,400-90.9% | $158,950-94.9% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 91.40% | 345.73%-254.3pp | 245.64%-154.2pp | 302.91%-211.5pp |
| Employer contribution / active EE | $1,612 | $3,170-49.2% | $2,586-37.7% | $4,762-66.2% |
| Participant deferral / active EE | $2,239 | $4,599-51.3% | $3,890-42.5% | $5,983-62.6% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |