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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 | $8,297 | $103,008-91.9% | $90,304-90.8% | $152,897-94.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 27.42% | 95.22%-67.8pp | 78.13%-50.7pp | 345.43%-318.0pp |
| Employer contribution / active EE | $474 | $3,139-84.9% | $2,855-83.4% | $4,764-90.0% |
| Participant deferral / active EE | $1,306 | $4,281-69.5% | $3,885-66.4% | $5,851-77.7% |
| Admin fee / account holder | $87 | $6,175-98.6% | $5,354-98.4% | $11,599-99.2% |