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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 | $12,589 | $112,933-88.9% | $90,970-86.2% | $158,982-92.1% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 19.84% | 215.82%-196.0pp | 134.60%-114.8pp | 302.99%-283.1pp |
| Employer contribution / active EE | $746 | $2,893-74.2% | $2,122-64.8% | $4,763-84.3% |
| Participant deferral / active EE | $2,951 | $4,128-28.5% | $3,373-12.5% | $5,983-50.7% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |