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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 | $8,815 | $127,387-93.1% | $115,038-92.3% | $125,389-93.0% |
| Participation rate | 52.4% | 84.2%-31.8pp | 81.4%-29.0pp | 83.2%-30.8pp |
| Annual return | 178.20% | 31.28%+146.9pp | 26.14%+152.1pp | 282.24%-104.0pp |
| Employer contribution / active EE | $851 | $5,166-83.5% | $4,608-81.5% | $4,866-82.5% |
| Participant deferral / active EE | $3,335 | $6,423-48.1% | $6,026-44.7% | $5,352-37.7% |
| Admin fee / account holder | $10 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |