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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 | $6,408 | $176,402-96.4% | $134,162-95.2% | $158,966-96.0% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 46.62% | 63.66%-17.0pp | 36.35%+10.3pp | 302.95%-256.3pp |
| Employer contribution / active EE | $612 | $5,042-87.9% | $3,705-83.5% | $4,762-87.1% |
| Participant deferral / active EE | $1,528 | $4,093-62.7% | $3,500-56.3% | $5,983-74.5% |
| Admin fee / account holder | $38 | $8,719-99.6% | $6,685-99.4% | $11,250-99.7% |