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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 | $7,951 | $103,008-92.3% | $90,304-91.2% | $152,897-94.8% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 17.27% | 95.22%-78.0pp | 78.13%-60.9pp | 345.43%-328.2pp |
| Employer contribution / active EE | $853 | $3,139-72.8% | $2,855-70.1% | $4,764-82.1% |
| Participant deferral / active EE | $2,830 | $4,281-33.9% | $3,885-27.2% | $5,851-51.6% |
| Admin fee / account holder | $89 | $6,175-98.6% | $5,354-98.3% | $11,599-99.2% |