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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 | $5,410 | $110,039-95.1% | $97,260-94.4% | $145,884-96.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 14.99% | 244.44%-229.5pp | 75.54%-60.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $339 | $3,074-89.0% | $2,721-87.5% | $4,662-92.7% |
| Participant deferral / active EE | $734 | $4,674-84.3% | $4,262-82.8% | $6,690-89.0% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |