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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 | $7,256 | $107,363-93.2% | $92,909-92.2% | $152,897-95.3% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 61.53% | 145.63%-84.1pp | 109.44%-47.9pp | 345.43%-283.9pp |
| Employer contribution / active EE | $752 | $4,222-82.2% | $3,653-79.4% | $4,764-84.2% |
| Participant deferral / active EE | $1,685 | $4,848-65.2% | $4,238-60.2% | $5,851-71.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |