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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 | $7,463 | $108,212-93.1% | $77,513-90.4% | $158,966-95.3% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 60.43% | 31.67%+28.8pp | 54.81%+5.6pp | 302.95%-242.5pp |
| Employer contribution / active EE | $970 | $1,325-26.8% | $987-1.7% | $4,762-79.6% |
| Participant deferral / active EE | $1,611 | $2,455-34.4% | $1,861-13.5% | $5,983-73.1% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |