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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 | $4,634 | $101,069-95.4% | $81,478-94.3% | $147,585-96.9% |
| Participation rate | 62.5% | 74.5%-12.0pp | 68.0%-5.5pp | 82.8%-20.3pp |
| Annual return | 25.90% | 32.40%-6.5pp | 38.78%-12.9pp | 578.56%-552.7pp |
| Employer contribution / active EE | $496 | $3,205-84.5% | $2,568-80.7% | $4,876-89.8% |
| Participant deferral / active EE | $902 | $4,242-78.7% | $3,537-74.5% | $5,439-83.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |