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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 | $9,691 | $106,003-90.9% | $92,236-89.5% | $147,585-93.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 25.84% | 50.05%-24.2pp | 176.29%-150.4pp | 578.57%-552.7pp |
| Employer contribution / active EE | $933 | $4,333-78.5% | $3,679-74.6% | $4,876-80.9% |
| Participant deferral / active EE | $1,347 | $4,478-69.9% | $3,897-65.4% | $5,439-75.2% |
| Admin fee / account holder | $253 | $6,333-96.0% | $5,194-95.1% | $10,885-97.7% |