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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 | $8,256 | $157,304-94.8% | $141,197-94.2% | $152,909-94.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 42.59% | 64.34%-21.8pp | 71.41%-28.8pp | 345.46%-302.9pp |
| Employer contribution / active EE | $997 | $5,263-81.1% | $4,736-79.0% | $4,764-79.1% |
| Participant deferral / active EE | $2,462 | $7,111-65.4% | $6,710-63.3% | $5,851-57.9% |
| Admin fee / account holder | $75 | $12,126-99.4% | $10,265-99.3% | $11,601-99.4% |