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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 | $7,291 | $165,939-95.6% | $122,354-94.0% | $147,586-95.1% |
| Participation rate | 58.3% | 79.6%-21.2pp | 71.6%-13.3pp | 82.8%-24.5pp |
| Annual return | 20.79% | 34.56%-13.8pp | 30.28%-9.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $755 | $5,754-86.9% | $4,051-81.4% | $4,876-84.5% |
| Participant deferral / active EE | $896 | $4,005-77.6% | $3,287-72.7% | $5,439-83.5% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |