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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 | $5,780 | $109,411-94.7% | $89,435-93.5% | $158,982-96.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 36.78% | 345.68%-308.9pp | 245.55%-208.8pp | 302.99%-266.2pp |
| Employer contribution / active EE | $379 | $3,173-88.1% | $2,587-85.4% | $4,763-92.0% |
| Participant deferral / active EE | $952 | $4,600-79.3% | $3,890-75.5% | $5,983-84.1% |
| Admin fee / account holder | $31 | $6,159-99.5% | $4,884-99.4% | $11,252-99.7% |