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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 | $7,104 | $162,529-95.6% | $130,788-94.6% | $154,746-95.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 23.29% | 510.48%-487.2pp | 386.44%-363.2pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,412 | $4,447-68.3% | $3,558-60.3% | $4,379-67.8% |
| Participant deferral / active EE | $1,412 | $4,808-70.6% | $4,137-65.9% | $6,730-79.0% |
| Admin fee / account holder | $147 | $7,669-98.1% | $6,673-97.8% | $14,365-99.0% |