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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 | $10,958 | $85,766-87.2% | $136,297-92.0% | $70,124-84.4% |
| Participation rate | 63.2% | 74.2%-11.0pp | 81.9%-18.8pp | 69.5%-6.4pp |
| Annual return | 29.94% | 31.45%-1.5pp | 5156.19%-5126.3pp | 73.14%-43.2pp |
| Employer contribution / active EE | $1,179 | $2,966-60.3% | $4,696-74.9% | $2,342-49.7% |
| Participant deferral / active EE | $2,656 | $5,051-47.4% | $6,247-57.5% | $3,332-20.3% |
| Admin fee / account holder | $138 | $5,420-97.4% | $9,244-98.5% | $4,645-97.0% |