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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 | $8,504 | $100,895-91.6% | $90,430-90.6% | $158,950-94.7% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 25.93% | 1725.54%-1699.6pp | 1293.73%-1267.8pp | 302.91%-277.0pp |
| Employer contribution / active EE | $1,053 | $3,689-71.5% | $3,262-67.7% | $4,762-77.9% |
| Participant deferral / active EE | $2,013 | $4,347-53.7% | $3,963-49.2% | $5,983-66.3% |
| Admin fee / account holder | $125 | $6,505-98.1% | $5,613-97.8% | $11,248-98.9% |