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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 | $9,535 | $99,652-90.4% | $78,778-87.9% | $147,586-93.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 66.08% | 47.28%+18.8pp | 35.62%+30.5pp | 578.59%-512.5pp |
| Employer contribution / active EE | $922 | $2,796-67.0% | $1,986-53.6% | $4,876-81.1% |
| Participant deferral / active EE | $1,702 | $3,664-53.5% | $2,958-42.5% | $5,439-68.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |