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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 | $3,223 | $96,678-96.7% | $86,640-96.3% | $139,466-97.7% |
| Participation rate | 68.2% | 74.4%-6.2pp | 71.7%-3.5pp | 80.3%-12.2pp |
| Annual return | 25.39% | 106.69%-81.3pp | 592.52%-567.1pp | 373.66%-348.3pp |
| Employer contribution / active EE | $576 | $3,265-82.4% | $3,024-80.9% | $4,754-87.9% |
| Participant deferral / active EE | $1,580 | $4,837-67.3% | $4,438-64.4% | $6,712-76.5% |
| Admin fee / account holder | $250 | $6,410-96.1% | $5,616-95.6% | $11,409-97.8% |