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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 | $5,701 | $65,440-91.3% | $98,506-94.2% | $85,851-93.4% |
| Participation rate | 54.2% | 65.0%-10.8pp | 73.3%-19.2pp | 69.3%-15.2pp |
| Annual return | 38.22% | 21.75%+16.5pp | 1494.92%-1456.7pp | 318.63%-280.4pp |
| Employer contribution / active EE | $763 | $2,169-64.8% | $2,961-74.2% | $2,565-70.3% |
| Participant deferral / active EE | $1,043 | $3,168-67.1% | $4,277-75.6% | $3,952-73.6% |
| Admin fee / account holder | $221 | $4,596-95.2% | $5,955-96.3% | $6,261-96.5% |