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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 | $7,743 | $125,778-93.8% | $114,563-93.2% | $154,746-95.0% |
| Participation rate | 54.5% | 75.2%-20.6pp | 72.9%-18.4pp | 80.7%-26.2pp |
| Annual return | 19.77% | 295.14%-275.4pp | 241.09%-221.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $557 | $2,806-80.1% | $2,592-78.5% | $4,379-87.3% |
| Participant deferral / active EE | $2,146 | $4,445-51.7% | $4,142-48.2% | $6,730-68.1% |
| Admin fee / account holder | $63 | $8,190-99.2% | $7,623-99.2% | $14,365-99.6% |