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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 | $7,808 | $127,298-93.9% | $109,916-92.9% | $167,553-95.3% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.2%-49.2pp | 82.1%-57.1pp |
| Annual return | 80.05% | 22.97%+57.1pp | 29.46%+50.6pp | 478.89%-398.8pp |
| Employer contribution / active EE | $692 | $3,325-79.2% | $2,844-75.7% | $4,840-85.7% |
| Participant deferral / active EE | $956 | $4,513-78.8% | $4,047-76.4% | $6,343-84.9% |
| Admin fee / account holder | $13 | $7,119-99.8% | $6,069-99.8% | $12,316-99.9% |