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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 | $9,770 | $157,296-93.8% | $141,191-93.1% | $152,897-93.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 64.31% | 64.34%0pp | 71.41%-7.1pp | 345.43%-281.1pp |
| Employer contribution / active EE | $988 | $5,262-81.2% | $4,736-79.1% | $4,764-79.3% |
| Participant deferral / active EE | $7,350 | $7,111+3.4% | $6,710+9.5% | $5,851+25.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |