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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 | $12,773 | $106,008-88.0% | $92,240-86.2% | $147,586-91.3% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 328.07% | 50.05%+278.0pp | 176.29%+151.8pp | 578.59%-250.5pp |
| Employer contribution / active EE | $772 | $4,333-82.2% | $3,680-79.0% | $4,876-84.2% |
| Participant deferral / active EE | $2,075 | $4,478-53.7% | $3,897-46.8% | $5,439-61.8% |
| Admin fee / account holder | $100 | $6,333-98.4% | $5,194-98.1% | $10,886-99.1% |