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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 | $111,830-94.3% | $93,696-93.2% | $145,884-95.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.39% | 204.08%-186.7pp | 133.74%-116.4pp | 551.85%-534.5pp |
| Employer contribution / active EE | $643 | $3,093-79.2% | $2,422-73.5% | $4,662-86.2% |
| Participant deferral / active EE | $1,772 | $4,920-64.0% | $4,417-59.9% | $6,690-73.5% |
| Admin fee / account holder | $19 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |