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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 | $6,705 | $150,346-95.5% | $120,524-94.4% | $145,877-95.4% |
| Participation rate | 54.5% | 78.8%-24.2pp | 71.9%-17.4pp | 80.3%-25.8pp |
| Annual return | 14.72% | 154.40%-139.7pp | 107.36%-92.6pp | 551.28%-536.6pp |
| Employer contribution / active EE | $2,089 | $4,353-52.0% | $3,469-39.8% | $4,663-55.2% |
| Participant deferral / active EE | $1,689 | $6,172-72.6% | $4,994-66.2% | $6,691-74.7% |
| Admin fee / account holder | $32 | $12,215-99.7% | $9,440-99.7% | $13,402-99.8% |