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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 | $6,003 | $109,872-94.5% | $98,483-93.9% | $167,536-96.4% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 18.81% | 1959.31%-1940.5pp | 1494.38%-1475.6pp | 478.82%-460.0pp |
| Employer contribution / active EE | $1,498 | $3,225-53.6% | $2,961-49.4% | $4,839-69.1% |
| Participant deferral / active EE | $1,951 | $4,673-58.3% | $4,276-54.4% | $6,342-69.2% |
| Admin fee / account holder | $246 | $6,757-96.4% | $5,953-95.9% | $12,315-98.0% |