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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 | $6,852 | $114,093-94.0% | $96,171-92.9% | $167,536-95.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 15.74% | 190.00%-174.3pp | 192.04%-176.3pp | 478.82%-463.1pp |
| Employer contribution / active EE | $510 | $3,429-85.1% | $2,799-81.8% | $4,839-89.5% |
| Participant deferral / active EE | $1,433 | $5,197-72.4% | $4,350-67.1% | $6,342-77.4% |
| Admin fee / account holder | $27 | $6,899-99.6% | $5,538-99.5% | $12,315-99.8% |