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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 | $8,868 | $102,635-91.4% | $86,209-89.7% | $139,456-93.6% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 21.56% | 1923.53%-1902.0pp | 1169.05%-1147.5pp | 373.45%-351.9pp |
| Employer contribution / active EE | $778 | $3,034-74.3% | $2,381-67.3% | $4,753-83.6% |
| Participant deferral / active EE | $2,049 | $4,677-56.2% | $3,986-48.6% | $6,711-69.5% |
| Admin fee / account holder | $36 | $8,661-99.6% | $6,853-99.5% | $11,407-99.7% |