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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 | $6,555 | $226,135-97.1% | $182,558-96.4% | $152,909-95.7% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.0%-13.3pp | 82.5%-17.7pp |
| Annual return | 32.07% | 192.60%-160.5pp | 148.59%-116.5pp | 345.46%-313.4pp |
| Employer contribution / active EE | $706 | $4,979-85.8% | $4,076-82.7% | $4,764-85.2% |
| Participant deferral / active EE | $1,847 | $6,371-71.0% | $5,526-66.6% | $5,851-68.4% |
| Admin fee / account holder | $144 | $10,707-98.7% | $8,594-98.3% | $11,601-98.8% |