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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 | $4,831 | $118,875-95.9% | $96,572-95.0% | $167,553-97.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 21.69% | 50.50%-28.8pp | 37.79%-16.1pp | 478.89%-457.2pp |
| Employer contribution / active EE | $627 | $3,121-79.9% | $2,357-73.4% | $4,840-87.1% |
| Participant deferral / active EE | $1,253 | $4,617-72.9% | $3,850-67.5% | $6,343-80.2% |
| Admin fee / account holder | $34 | $8,070-99.6% | $6,183-99.5% | $12,316-99.7% |