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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 | $157,276-93.8% | $141,177-93.1% | $152,885-93.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 64.31% | 64.33%0pp | 71.40%-7.1pp | 345.39%-281.1pp |
| Employer contribution / active EE | $988 | $5,262-81.2% | $4,736-79.1% | $4,763-79.3% |
| Participant deferral / active EE | $7,350 | $7,110+3.4% | $6,710+9.5% | $5,851+25.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |