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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 | $6,086 | $115,814-94.7% | $101,275-94.0% | $158,982-96.2% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 21.59% | 56.16%-34.6pp | 46.48%-24.9pp | 302.99%-281.4pp |
| Employer contribution / active EE | $971 | $4,176-76.7% | $3,660-73.5% | $4,763-79.6% |
| Participant deferral / active EE | $1,777 | $4,958-64.2% | $4,371-59.3% | $5,983-70.3% |
| Admin fee / account holder | $19 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |