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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 | $8,749 | $118,708-92.6% | $98,920-91.2% | $158,966-94.5% |
| Participation rate | 54.5% | 77.8%-23.3pp | 76.0%-21.5pp | 82.0%-27.4pp |
| Annual return | 28.42% | 372.49%-344.1pp | 196.47%-168.0pp | 302.95%-274.5pp |
| Employer contribution / active EE | $829 | $3,334-75.1% | $2,689-69.2% | $4,762-82.6% |
| Participant deferral / active EE | $2,097 | $5,089-58.8% | $4,245-50.6% | $5,983-65.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |