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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 | $7,226 | $101,063-92.9% | $81,473-91.1% | $147,585-95.1% |
| Participation rate | 68.2% | 74.5%-6.3pp | 68.0%+0.2pp | 82.8%-14.6pp |
| Annual return | 467.35% | 32.41%+434.9pp | 38.78%+428.6pp | 578.58%-111.2pp |
| Employer contribution / active EE | $835 | $3,206-74.0% | $2,568-67.5% | $4,876-82.9% |
| Participant deferral / active EE | $1,413 | $4,242-66.7% | $3,537-60.0% | $5,439-74.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |