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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 | $3,613 | $106,918-96.6% | $84,021-95.7% | $152,897-97.6% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 27.36% | 105.01%-77.6pp | 71.32%-44.0pp | 345.43%-318.1pp |
| Employer contribution / active EE | $895 | $2,735-67.3% | $1,984-54.9% | $4,764-81.2% |
| Participant deferral / active EE | $1,282 | $4,012-68.0% | $3,239-60.4% | $5,851-78.1% |
| Admin fee / account holder | $37 | $8,288-99.6% | $6,102-99.4% | $11,599-99.7% |