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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 | $5,624 | $103,008-94.5% | $90,304-93.8% | $152,897-96.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 74.26% | 95.22%-21.0pp | 78.13%-3.9pp | 345.43%-271.2pp |
| Employer contribution / active EE | $965 | $3,139-69.3% | $2,855-66.2% | $4,764-79.7% |
| Participant deferral / active EE | $1,201 | $4,281-72.0% | $3,885-69.1% | $5,851-79.5% |
| Admin fee / account holder | $15 | $6,175-99.8% | $5,354-99.7% | $11,599-99.9% |