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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 | $9,261 | $112,935-91.8% | $90,970-89.8% | $158,966-94.2% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 30.19% | 215.79%-185.6pp | 134.58%-104.4pp | 302.95%-272.8pp |
| Employer contribution / active EE | $779 | $2,895-73.1% | $2,122-63.3% | $4,762-83.7% |
| Participant deferral / active EE | $1,991 | $4,129-51.8% | $3,373-41.0% | $5,983-66.7% |
| Admin fee / account holder | $75 | $8,045-99.1% | $5,960-98.7% | $11,250-99.3% |