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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 | $792 | $104,650-99.2% | $83,854-99.1% | $155,188-99.5% |
| Participation rate | 63.2% | 65.1%-1.9pp | 59.1%+4.0pp | 80.8%-17.6pp |
| Annual return | 32.59% | 28.97%+3.6pp | 31.39%+1.2pp | 148.84%-116.2pp |
| Employer contribution / active EE | $271 | $1,196-77.4% | $1,017-73.4% | $4,248-93.6% |
| Participant deferral / active EE | $235 | $2,367-90.1% | $2,035-88.5% | $6,531-96.4% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |