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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 | $4,419 | $107,015-95.9% | $73,545-94.0% | $147,585-97.0% |
| Participation rate | 30.4% | 66.4%-35.9pp | 54.9%-24.5pp | 82.8%-52.4pp |
| Annual return | 40.02% | 38.25%+1.8pp | -15.16%+55.2pp | 578.57%-538.5pp |
| Employer contribution / active EE | $128 | $1,760-92.7% | $1,219-89.5% | $4,876-97.4% |
| Participant deferral / active EE | $981 | $2,462-60.2% | $1,806-45.7% | $5,439-82.0% |
| Admin fee / account holder | $118 | $3,055-96.2% | $2,320-94.9% | $10,885-98.9% |