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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 | $9,903 | $101,063-90.2% | $81,473-87.8% | $147,586-93.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 45.36% | 32.41%+13.0pp | 38.78%+6.6pp | 578.59%-533.2pp |
| Employer contribution / active EE | $423 | $3,206-86.8% | $2,568-83.5% | $4,876-91.3% |
| Participant deferral / active EE | $1,439 | $4,242-66.1% | $3,537-59.3% | $5,439-73.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |