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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 | $3,755 | $102,595-96.3% | $94,057-96.0% | $154,746-97.6% |
| Participation rate | 64.3% | 76.0%-11.7pp | 73.3%-9.1pp | 80.7%-16.4pp |
| Annual return | 28.14% | 583.42%-555.3pp | 480.62%-452.5pp | 172.34%-144.2pp |
| Employer contribution / active EE | $534 | $3,147-83.0% | $2,933-81.8% | $4,379-87.8% |
| Participant deferral / active EE | $2,125 | $5,118-58.5% | $4,709-54.9% | $6,730-68.4% |
| Admin fee / account holder | $175 | $7,736-97.7% | $7,244-97.6% | $14,365-98.8% |