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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 | $2,629 | $72,465-96.4% | $67,575-96.1% | $145,884-98.2% |
| Participation rate | 69.2% | 76.9%-7.7pp | 72.9%-3.7pp | 80.3%-11.1pp |
| Annual return | 22.00% | 7222.56%-7200.6pp | 3528.98%-3507.0pp | 551.85%-529.8pp |
| Employer contribution / active EE | $470 | $3,074-84.7% | $2,736-82.8% | $4,662-89.9% |
| Participant deferral / active EE | $862 | $4,786-82.0% | $4,003-78.5% | $6,690-87.1% |
| Admin fee / account holder | $109 | $5,515-98.0% | $3,993-97.3% | $13,392-99.2% |