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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 | $6,429 | $110,278-94.2% | $95,740-93.3% | $139,466-95.4% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 49.79% | 27.19%+22.6pp | 28.41%+21.4pp | 373.66%-323.9pp |
| Employer contribution / active EE | $918 | $3,260-71.8% | $2,836-67.6% | $4,754-80.7% |
| Participant deferral / active EE | $1,724 | $4,674-63.1% | $4,244-59.4% | $6,712-74.3% |
| Admin fee / account holder | $29 | $6,613-99.6% | $5,676-99.5% | $11,409-99.7% |