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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 | $7,375 | $112,915-93.5% | $90,965-91.9% | $158,950-95.4% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 49.40% | 215.75%-166.4pp | 134.57%-85.2pp | 302.91%-253.5pp |
| Employer contribution / active EE | $703 | $2,894-75.7% | $2,122-66.9% | $4,762-85.2% |
| Participant deferral / active EE | $1,704 | $4,128-58.7% | $3,373-49.5% | $5,983-71.5% |
| Admin fee / account holder | $58 | $8,044-99.3% | $5,960-99.0% | $11,248-99.5% |