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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 | $8,822 | $99,652-91.1% | $78,778-88.8% | $147,586-94.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 18.51% | 47.28%-28.8pp | 35.62%-17.1pp | 578.59%-560.1pp |
| Employer contribution / active EE | $791 | $2,796-71.7% | $1,986-60.2% | $4,876-83.8% |
| Participant deferral / active EE | $2,225 | $3,664-39.3% | $2,958-24.8% | $5,439-59.1% |
| Admin fee / account holder | $66 | $7,155-99.1% | $5,134-98.7% | $10,886-99.4% |