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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 | $2,681 | $118,919-97.7% | $88,538-97.0% | $152,897-98.2% |
| Participation rate | 62.5% | 73.4%-10.9pp | 68.7%-6.2pp | 82.5%-20.0pp |
| Annual return | 32.88% | 47.92%-15.0pp | 43.64%-10.8pp | 345.43%-312.5pp |
| Employer contribution / active EE | $639 | $2,669-76.1% | $2,098-69.5% | $4,764-86.6% |
| Participant deferral / active EE | $639 | $3,549-82.0% | $2,914-78.1% | $5,851-89.1% |
| Admin fee / account holder | $12 | $5,876-99.8% | $4,310-99.7% | $11,599-99.9% |