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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 | $11,396 | $165,381-93.1% | $149,730-92.4% | $158,966-92.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 50.35% | 348.29%-297.9pp | 276.70%-226.4pp | 302.95%-252.6pp |
| Employer contribution / active EE | $2,543 | $5,104-50.2% | $4,645-45.3% | $4,762-46.6% |
| Participant deferral / active EE | $4,025 | $7,182-44.0% | $6,843-41.2% | $5,983-32.7% |
| Admin fee / account holder | $15 | $10,809-99.9% | $9,310-99.8% | $11,250-99.9% |