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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 | $5,915 | $162,529-96.4% | $130,788-95.5% | $154,746-96.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 29.54% | 510.48%-480.9pp | 386.44%-356.9pp | 172.34%-142.8pp |
| Employer contribution / active EE | $875 | $4,447-80.3% | $3,558-75.4% | $4,379-80.0% |
| Participant deferral / active EE | $875 | $4,808-81.8% | $4,137-78.9% | $6,730-87.0% |
| Admin fee / account holder | $11 | $7,669-99.9% | $6,673-99.8% | $14,365-99.9% |