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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 | $2,797 | $103,008-97.3% | $90,304-96.9% | $152,897-98.2% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 32.91% | 95.22%-62.3pp | 78.13%-45.2pp | 345.43%-312.5pp |
| Employer contribution / active EE | $714 | $3,139-77.3% | $2,855-75.0% | $4,764-85.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $181 | $6,175-97.1% | $5,354-96.6% | $11,599-98.4% |