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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 | $103,000-94.5% | $90,300-93.8% | $152,885-96.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 74.26% | 95.19%-20.9pp | 78.11%-3.9pp | 345.39%-271.1pp |
| Employer contribution / active EE | $965 | $3,138-69.3% | $2,854-66.2% | $4,763-79.7% |
| Participant deferral / active EE | $1,201 | $4,281-72.0% | $3,884-69.1% | $5,851-79.5% |
| Admin fee / account holder | $15 | $6,173-99.8% | $5,353-99.7% | $11,598-99.9% |