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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 | $12,413 | $107,368-88.4% | $92,915-86.6% | $152,909-91.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 36.57% | 145.64%-109.1pp | 109.45%-72.9pp | 345.46%-308.9pp |
| Employer contribution / active EE | $746 | $4,222-82.3% | $3,653-79.6% | $4,764-84.3% |
| Participant deferral / active EE | $1,866 | $4,848-61.5% | $4,238-56.0% | $5,851-68.1% |
| Admin fee / account holder | $41 | $7,082-99.4% | $5,796-99.3% | $11,601-99.6% |