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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 | $9,166 | $106,003-91.4% | $92,236-90.1% | $147,585-93.8% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 26.08% | 50.05%-24.0pp | 176.29%-150.2pp | 578.57%-552.5pp |
| Employer contribution / active EE | $824 | $4,333-81.0% | $3,679-77.6% | $4,876-83.1% |
| Participant deferral / active EE | $1,231 | $4,478-72.5% | $3,897-68.4% | $5,439-77.4% |
| Admin fee / account holder | $110 | $6,333-98.3% | $5,194-97.9% | $10,885-99.0% |