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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 | $15,869 | $183,592-91.4% | $155,574-89.8% | $145,877-89.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 473.54% | 61.37%+412.2pp | 64.87%+408.7pp | 551.28%-77.7pp |
| Employer contribution / active EE | $1,710 | $5,317-67.8% | $4,676-63.4% | $4,663-63.3% |
| Participant deferral / active EE | $13,617 | $6,466+110.6% | $5,629+141.9% | $6,691+103.5% |
| Admin fee / account holder | $30 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |