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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 | $7,535 | $176,105-95.7% | $159,474-95.3% | $167,536-95.5% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 32.88% | 331.91%-299.0pp | 263.68%-230.8pp | 478.82%-445.9pp |
| Employer contribution / active EE | $1,178 | $5,299-77.8% | $4,831-75.6% | $4,839-75.6% |
| Participant deferral / active EE | $4,474 | $7,751-42.3% | $7,353-39.2% | $6,342-29.5% |
| Admin fee / account holder | $5 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |