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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 | $7,235 | $109,372-93.4% | $89,414-91.9% | $158,966-95.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 22.05% | 345.55%-323.5pp | 245.50%-223.4pp | 302.95%-280.9pp |
| Employer contribution / active EE | $528 | $3,171-83.4% | $2,586-79.6% | $4,762-88.9% |
| Participant deferral / active EE | $1,690 | $4,598-63.3% | $3,890-56.6% | $5,983-71.8% |
| Admin fee / account holder | $262 | $6,156-95.7% | $4,883-94.6% | $11,250-97.7% |