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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 | $6,040 | $99,053-93.9% | $88,179-93.2% | $138,895-95.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 24.06% | 78.17%-54.1pp | 64.97%-40.9pp | 145.39%-121.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $983 | $5,225-81.2% | $4,614-78.7% | $6,396-84.6% |
| Admin fee / account holder | $20 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |