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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 | $111,785-96.1% | $93,669-95.3% | $145,877-97.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 35.89% | 203.79%-167.9pp | 133.59%-97.7pp | 551.28%-515.4pp |
| Employer contribution / active EE | $3,028 | $3,096-2.2% | $2,424+24.9% | $4,663-35.1% |
| Participant deferral / active EE | $3,462 | $4,919-29.6% | $4,416-21.6% | $6,691-48.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |