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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 | $4,495 | $149,040-97.0% | $120,225-96.3% | $137,256-96.7% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 21.47% | 605.68%-584.2pp | 439.23%-417.8pp | 220.34%-198.9pp |
| Employer contribution / active EE | $834 | $4,350-80.8% | $3,475-76.0% | $4,156-79.9% |
| Participant deferral / active EE | $1,144 | $4,655-75.4% | $3,999-71.4% | $6,407-82.1% |
| Admin fee / account holder | $68 | $6,348-98.9% | $5,696-98.8% | $12,270-99.4% |