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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 | $4,570 | $126,113-96.4% | $116,096-96.1% | $155,188-97.1% |
| Participation rate | 69.2% | 75.1%-5.9pp | 73.3%-4.1pp | 80.8%-11.6pp |
| Annual return | 24.49% | 391.72%-367.2pp | 326.25%-301.8pp | 148.84%-124.3pp |
| Employer contribution / active EE | $670 | $2,672-74.9% | $2,503-73.2% | $4,248-84.2% |
| Participant deferral / active EE | $816 | $4,162-80.4% | $3,952-79.3% | $6,531-87.5% |
| Admin fee / account holder | $28 | $8,045-99.6% | $7,704-99.6% | $14,480-99.8% |