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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 | $10,548 | $112,933-90.7% | $90,970-88.4% | $158,982-93.4% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 29.83% | 215.82%-186.0pp | 134.60%-104.8pp | 302.99%-273.2pp |
| Employer contribution / active EE | $709 | $2,893-75.5% | $2,122-66.6% | $4,763-85.1% |
| Participant deferral / active EE | $3,764 | $4,128-8.8% | $3,373+11.6% | $5,983-37.1% |
| Admin fee / account holder | $50 | $8,047-99.4% | $5,961-99.2% | $11,252-99.6% |