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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 | $4,515 | $96,678-95.3% | $86,640-94.8% | $139,466-96.8% |
| Participation rate | 45.5% | 74.4%-29.0pp | 71.7%-26.3pp | 80.3%-34.9pp |
| Annual return | 57.31% | 106.69%-49.4pp | 592.52%-535.2pp | 373.66%-316.4pp |
| Employer contribution / active EE | $868 | $3,265-73.4% | $3,024-71.3% | $4,754-81.7% |
| Participant deferral / active EE | $1,105 | $4,837-77.2% | $4,438-75.1% | $6,712-83.5% |
| Admin fee / account holder | $17 | $6,410-99.7% | $5,616-99.7% | $11,409-99.9% |