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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 | $8,302 | $106,008-92.2% | $92,240-91.0% | $147,586-94.4% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 28.93% | 50.05%-21.1pp | 176.29%-147.4pp | 578.59%-549.7pp |
| Employer contribution / active EE | $908 | $4,333-79.1% | $3,680-75.3% | $4,876-81.4% |
| Participant deferral / active EE | $2,288 | $4,478-48.9% | $3,897-41.3% | $5,439-57.9% |
| Admin fee / account holder | $62 | $6,333-99.0% | $5,194-98.8% | $10,886-99.4% |