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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 | $15,596 | $118,877-86.9% | $96,570-83.9% | $167,536-90.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 226.24% | 50.50%+175.7pp | 37.79%+188.4pp | 478.82%-252.6pp |
| Employer contribution / active EE | $1,677 | $3,121-46.3% | $2,357-28.9% | $4,839-65.3% |
| Participant deferral / active EE | $6,876 | $4,617+48.9% | $3,849+78.6% | $6,342+8.4% |
| Admin fee / account holder | $91 | $8,069-98.9% | $6,182-98.5% | $12,315-99.3% |