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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 | $7,609 | $226,105-96.6% | $182,540-95.8% | $152,897-95.0% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.5%-57.5pp |
| Annual return | 37.32% | 192.58%-155.3pp | 148.58%-111.3pp | 345.43%-308.1pp |
| Employer contribution / active EE | $729 | $4,978-85.3% | $4,076-82.1% | $4,764-84.7% |
| Participant deferral / active EE | $1,309 | $6,370-79.5% | $5,525-76.3% | $5,851-77.6% |
| Admin fee / account holder | $43 | $10,706-99.6% | $8,593-99.5% | $11,599-99.6% |