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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 | $8,508 | $106,280-92.0% | $96,538-91.2% | $139,487-93.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 59.25% | 38.48%+20.8pp | 35.74%+23.5pp | 373.84%-314.6pp |
| Employer contribution / active EE | $1,867 | $4,107-54.5% | $3,740-50.1% | $4,755-60.7% |
| Participant deferral / active EE | $2,248 | $5,457-58.8% | $4,880-53.9% | $6,713-66.5% |
| Admin fee / account holder | $59 | $7,888-99.3% | $6,737-99.1% | $11,407-99.5% |