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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 | $10,727 | $176,402-93.9% | $134,162-92.0% | $158,966-93.3% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 32.42% | 63.66%-31.2pp | 36.35%-3.9pp | 302.95%-270.5pp |
| Employer contribution / active EE | $571 | $5,042-88.7% | $3,705-84.6% | $4,762-88.0% |
| Participant deferral / active EE | $8,481 | $4,093+107.2% | $3,500+142.3% | $5,983+41.7% |
| Admin fee / account holder | $19 | $8,719-99.8% | $6,685-99.7% | $11,250-99.8% |