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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 | $3,307 | $113,338-97.1% | $94,993-96.5% | $147,586-97.8% |
| Participation rate | 42.9% | 78.0%-35.1pp | 73.9%-31.0pp | 82.8%-40.0pp |
| Annual return | 36.21% | 20.80%+15.4pp | 27.14%+9.1pp | 578.59%-542.4pp |
| Employer contribution / active EE | $356 | $3,160-88.7% | $2,603-86.3% | $4,876-92.7% |
| Participant deferral / active EE | $527 | $3,777-86.0% | $3,317-84.1% | $5,439-90.3% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |