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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 | $6,186 | $108,882-94.3% | $96,754-93.6% | $154,746-96.0% |
| Participation rate | 63.6% | 75.1%-11.4pp | 70.3%-6.6pp | 80.7%-17.1pp |
| Annual return | 23.19% | 98.39%-75.2pp | 82.04%-58.8pp | 172.34%-149.1pp |
| Employer contribution / active EE | $781 | $3,018-74.1% | $2,679-70.9% | $4,379-82.2% |
| Participant deferral / active EE | $1,155 | $5,323-78.3% | $4,758-75.7% | $6,730-82.8% |
| Admin fee / account holder | $30 | $10,200-99.7% | $8,905-99.7% | $14,365-99.8% |