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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 | $12,597 | $175,257-92.8% | $149,717-91.6% | $139,456-91.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 85.00% | 166.70%-81.7pp | 134.41%-49.4pp | 373.45%-288.4pp |
| Employer contribution / active EE | $1,364 | $5,477-75.1% | $4,820-71.7% | $4,753-71.3% |
| Participant deferral / active EE | $3,798 | $6,521-41.8% | $5,682-33.1% | $6,711-43.4% |
| Admin fee / account holder | $44 | $16,156-99.7% | $13,213-99.7% | $11,407-99.6% |