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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 | $20,248 | $124,346-83.7% | $111,308-81.8% | $167,536-87.9% |
| Participation rate | 68.8% | 79.6%-10.9pp | 77.3%-8.6pp | 82.1%-13.4pp |
| Annual return | 90.66% | 37.45%+53.2pp | 54.67%+36.0pp | 478.82%-388.2pp |
| Employer contribution / active EE | $4,151 | $3,437+20.8% | $2,732+52.0% | $4,839-14.2% |
| Participant deferral / active EE | $7,835 | $5,182+51.2% | $4,487+74.6% | $6,342+23.5% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |