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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 | $6,144 | $110,248-94.4% | $95,728-93.6% | $139,456-95.6% |
| Participation rate | 57.1% | 75.7%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 56.67% | 27.16%+29.5pp | 28.40%+28.3pp | 373.45%-316.8pp |
| Employer contribution / active EE | $464 | $3,258-85.8% | $2,835-83.6% | $4,753-90.2% |
| Participant deferral / active EE | $2,719 | $4,675-41.8% | $4,245-35.9% | $6,711-59.5% |
| Admin fee / account holder | $30 | $6,607-99.5% | $5,673-99.5% | $11,407-99.7% |