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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 | $7,187 | $107,030-93.3% | $73,550-90.2% | $147,586-95.1% |
| Participation rate | 36.4% | 66.4%-30.0pp | 54.9%-18.6pp | 82.8%-46.5pp |
| Annual return | 29.54% | 38.25%-8.7pp | -15.16%+44.7pp | 578.59%-549.1pp |
| Employer contribution / active EE | $386 | $1,760-78.1% | $1,219-68.3% | $4,876-92.1% |
| Participant deferral / active EE | $964 | $2,458-60.8% | $1,804-46.6% | $5,439-82.3% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |