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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 | $7,324 | $175,231-95.8% | $149,696-95.1% | $139,466-94.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 123.98% | 166.77%-42.8pp | 134.46%-10.5pp | 373.66%-249.7pp |
| Employer contribution / active EE | $1,944 | $5,478-64.5% | $4,821-59.7% | $4,754-59.1% |
| Participant deferral / active EE | $2,751 | $6,521-57.8% | $5,682-51.6% | $6,712-59.0% |
| Admin fee / account holder | $83 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |