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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 | $3,795 | $99,031-96.2% | $86,597-95.6% | $147,585-97.4% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 14.35% | 1312.56%-1298.2pp | 964.96%-950.6pp | 578.57%-564.2pp |
| Employer contribution / active EE | $180 | $3,132-94.3% | $2,840-93.7% | $4,876-96.3% |
| Participant deferral / active EE | $764 | $3,972-80.8% | $3,609-78.8% | $5,439-85.9% |
| Admin fee / account holder | $101 | $5,711-98.2% | $4,906-97.9% | $10,885-99.1% |