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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 | $5,090 | $106,923-95.2% | $84,023-93.9% | $152,909-96.7% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 105.18% | 105.02%+0.2pp | 71.32%+33.9pp | 345.46%-240.3pp |
| Employer contribution / active EE | $876 | $2,735-68.0% | $1,984-55.8% | $4,764-81.6% |
| Participant deferral / active EE | $1,319 | $4,013-67.1% | $3,239-59.3% | $5,851-77.5% |
| Admin fee / account holder | $26 | $8,289-99.7% | $6,102-99.6% | $11,601-99.8% |