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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 | $2,610 | $176,402-98.5% | $134,162-98.1% | $158,966-98.4% |
| Participation rate | 63.6% | 78.7%-15.1pp | 72.2%-8.6pp | 82.0%-18.3pp |
| Annual return | 5.37% | 63.66%-58.3pp | 36.35%-31.0pp | 302.95%-297.6pp |
| Employer contribution / active EE | $419 | $5,042-91.7% | $3,705-88.7% | $4,762-91.2% |
| Participant deferral / active EE | $478 | $4,093-88.3% | $3,500-86.3% | $5,983-92.0% |
| Admin fee / account holder | $231 | $8,719-97.3% | $6,685-96.5% | $11,250-97.9% |