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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 | $5,260 | $73,546-92.8% | $63,018-91.7% | $147,586-96.4% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.8%-33.1pp | 82.8%-41.2pp |
| Annual return | 27.07% | 175.56%-148.5pp | 87.62%-60.6pp | 578.59%-551.5pp |
| Employer contribution / active EE | $666 | $3,324-80.0% | $2,761-75.9% | $4,876-86.3% |
| Participant deferral / active EE | $991 | $4,185-76.3% | $3,330-70.2% | $5,439-81.8% |
| Admin fee / account holder | $299 | $5,956-95.0% | $3,601-91.7% | $10,886-97.3% |