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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 | $6,351 | $111,878-94.3% | $93,727-93.2% | $145,897-95.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 17.39% | 204.28%-186.9pp | 133.83%-116.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $643 | $3,092-79.2% | $2,421-73.4% | $4,663-86.2% |
| Participant deferral / active EE | $1,772 | $4,920-64.0% | $4,417-59.9% | $6,689-73.5% |
| Admin fee / account holder | $19 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |