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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 | $5,004 | $101,063-95.0% | $81,473-93.9% | $147,586-96.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 11.66% | 32.41%-20.7pp | 38.78%-27.1pp | 578.59%-566.9pp |
| Employer contribution / active EE | $255 | $3,206-92.1% | $2,568-90.1% | $4,876-94.8% |
| Participant deferral / active EE | $1,991 | $4,242-53.1% | $3,537-43.7% | $5,439-63.4% |
| Admin fee / account holder | $58 | $5,812-99.0% | $4,561-98.7% | $10,886-99.5% |