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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 | $8,060 | $115,814-93.0% | $101,275-92.0% | $158,982-94.9% |
| Participation rate | 38.1% | 79.4%-41.3pp | 75.8%-37.7pp | 82.0%-43.9pp |
| Annual return | 58.35% | 56.16%+2.2pp | 46.48%+11.9pp | 302.99%-244.6pp |
| Employer contribution / active EE | $863 | $4,176-79.3% | $3,660-76.4% | $4,763-81.9% |
| Participant deferral / active EE | $2,026 | $4,958-59.1% | $4,371-53.6% | $5,983-66.1% |
| Admin fee / account holder | $71 | $7,249-99.0% | $5,948-98.8% | $11,252-99.4% |