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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 | $8,496 | $91,037-90.7% | $71,671-88.1% | $147,586-94.2% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 40.18% | 20.48%+19.7pp | 20.65%+19.5pp | 578.59%-538.4pp |
| Employer contribution / active EE | $1,153 | $3,327-65.4% | $2,460-53.1% | $4,876-76.4% |
| Participant deferral / active EE | $2,995 | $4,498-33.4% | $3,438-12.9% | $5,439-44.9% |
| Admin fee / account holder | $30 | $8,613-99.6% | $5,558-99.5% | $10,886-99.7% |