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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 | $7,660 | $103,038-92.6% | $90,324-91.5% | $152,909-95.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 18.73% | 95.25%-76.5pp | 78.15%-59.4pp | 345.46%-326.7pp |
| Employer contribution / active EE | $605 | $3,141-80.7% | $2,856-78.8% | $4,764-87.3% |
| Participant deferral / active EE | $1,410 | $4,282-67.1% | $3,885-63.7% | $5,851-75.9% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |