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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 | $6,378 | $108,695-94.1% | $74,722-91.5% | $152,897-95.8% |
| Participation rate | 52.6% | 65.4%-12.7pp | 54.5%-1.8pp | 82.5%-29.8pp |
| Annual return | 23.92% | 114.11%-90.2pp | 753.11%-729.2pp | 345.43%-321.5pp |
| Employer contribution / active EE | $583 | $1,504-61.2% | $1,084-46.2% | $4,764-87.8% |
| Participant deferral / active EE | $2,339 | $2,712-13.8% | $1,963+19.1% | $5,851-60.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |