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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 | $8,321 | $211,105-96.1% | $178,449-95.3% | $145,978-94.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.24% | 30.19%-16.9pp | 27.09%-13.8pp | 550.52%-537.3pp |
| Employer contribution / active EE | $925 | $4,569-79.8% | $3,951-76.6% | $4,662-80.2% |
| Participant deferral / active EE | $1,850 | $6,959-73.4% | $6,277-70.5% | $6,690-72.3% |
| Admin fee / account holder | $30 | $12,017-99.8% | $10,362-99.7% | $13,400-99.8% |