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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 | $12,739 | $107,368-88.1% | $92,915-86.3% | $152,909-91.7% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 22.95% | 145.64%-122.7pp | 109.45%-86.5pp | 345.46%-322.5pp |
| Employer contribution / active EE | $817 | $4,222-80.7% | $3,653-77.6% | $4,764-82.9% |
| Participant deferral / active EE | $4,205 | $4,848-13.3% | $4,238-0.8% | $5,851-28.1% |
| Admin fee / account holder | $37 | $7,082-99.5% | $5,796-99.4% | $11,601-99.7% |