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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 | $4,439 | $109,411-95.9% | $89,435-95.0% | $158,982-97.2% |
| Participation rate | 68.8% | 74.3%-5.5pp | 68.0%+0.8pp | 82.0%-13.2pp |
| Annual return | 35.36% | 345.68%-310.3pp | 245.55%-210.2pp | 302.99%-267.6pp |
| Employer contribution / active EE | $373 | $3,173-88.2% | $2,587-85.6% | $4,763-92.2% |
| Participant deferral / active EE | $948 | $4,600-79.4% | $3,890-75.6% | $5,983-84.2% |
| Admin fee / account holder | $16 | $6,159-99.7% | $4,884-99.7% | $11,252-99.9% |