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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 | $4,356 | $111,830-96.1% | $93,696-95.4% | $145,884-97.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 35.89% | 204.08%-168.2pp | 133.74%-97.9pp | 551.85%-516.0pp |
| Employer contribution / active EE | $3,028 | $3,093-2.1% | $2,422+25.0% | $4,662-35.1% |
| Participant deferral / active EE | $3,462 | $4,920-29.6% | $4,417-21.6% | $6,690-48.3% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |