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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 | $7,450 | $101,063-92.6% | $81,473-90.9% | $147,586-95.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 26.13% | 32.41%-6.3pp | 38.78%-12.7pp | 578.59%-552.5pp |
| Employer contribution / active EE | $927 | $3,206-71.1% | $2,568-63.9% | $4,876-81.0% |
| Participant deferral / active EE | $1,673 | $4,242-60.6% | $3,537-52.7% | $5,439-69.2% |
| Admin fee / account holder | $229 | $5,812-96.1% | $4,561-95.0% | $10,886-97.9% |