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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 | $5,957 | $156,970-96.2% | $121,210-95.1% | $139,487-95.7% |
| Participation rate | 44.4% | 76.5%-32.0pp | 69.5%-25.1pp | 80.3%-35.9pp |
| Annual return | 24.90% | 1477.10%-1452.2pp | 987.41%-962.5pp | 373.84%-348.9pp |
| Employer contribution / active EE | $315 | $5,546-94.3% | $4,171-92.5% | $4,755-93.4% |
| Participant deferral / active EE | $972 | $4,849-79.9% | $4,084-76.2% | $6,713-85.5% |
| Admin fee / account holder | $28 | $6,947-99.6% | $5,647-99.5% | $11,407-99.8% |