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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 | $7,420 | $150,207-95.1% | $120,380-93.8% | $145,978-94.9% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 15.02% | 154.28%-139.3pp | 107.28%-92.3pp | 550.52%-535.5pp |
| Employer contribution / active EE | $880 | $4,351-79.8% | $3,465-74.6% | $4,662-81.1% |
| Participant deferral / active EE | $1,473 | $6,175-76.1% | $4,992-70.5% | $6,690-78.0% |
| Admin fee / account holder | $53 | $12,203-99.6% | $9,421-99.4% | $13,400-99.6% |