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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 | $167,030-97.3% | $135,768-96.7% | $155,188-97.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 21.47% | 678.39%-656.9pp | 526.10%-504.6pp | 148.84%-127.4pp |
| Employer contribution / active EE | $834 | $4,132-79.8% | $3,394-75.4% | $4,248-80.4% |
| Participant deferral / active EE | $1,144 | $4,528-74.7% | $3,977-71.2% | $6,531-82.5% |
| Admin fee / account holder | $68 | $8,172-99.2% | $7,048-99.0% | $14,480-99.5% |