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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 | $1,210 | $94,439-98.7% | $73,658-98.4% | $154,746-99.2% |
| Participation rate | 68.2% | 64.7%+3.5pp | 57.0%+11.1pp | 80.7%-12.5pp |
| Annual return | 31.39% | 28.25%+3.1pp | 29.72%+1.7pp | 172.34%-140.9pp |
| Employer contribution / active EE | $119 | $1,257-90.5% | $1,032-88.5% | $4,379-97.3% |
| Participant deferral / active EE | $483 | $2,527-80.9% | $2,062-76.6% | $6,730-92.8% |
| Admin fee / account holder | $17 | $3,843-99.6% | $3,357-99.5% | $14,365-99.9% |