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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 | $8,280 | $176,402-95.3% | $134,162-93.8% | $158,966-94.8% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.9pp | 82.0%-48.6pp |
| Annual return | 15.01% | 63.66%-48.6pp | 36.35%-21.3pp | 302.95%-287.9pp |
| Employer contribution / active EE | $116 | $5,042-97.7% | $3,705-96.9% | $4,762-97.6% |
| Participant deferral / active EE | $116 | $4,093-97.2% | $3,500-96.7% | $5,983-98.1% |
| Admin fee / account holder | $44 | $8,719-99.5% | $6,685-99.3% | $11,250-99.6% |