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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 | $3,752 | $103,000-96.4% | $90,300-95.8% | $152,885-97.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 26.38% | 95.19%-68.8pp | 78.11%-51.7pp | 345.39%-319.0pp |
| Employer contribution / active EE | $773 | $3,138-75.4% | $2,854-72.9% | $4,763-83.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $127 | $6,173-97.9% | $5,353-97.6% | $11,598-98.9% |