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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 | $3,598 | $101,618-96.5% | $93,063-96.1% | $137,256-97.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 25.10% | 223.95%-198.8pp | 34.15%-9.1pp | 220.34%-195.2pp |
| Employer contribution / active EE | $460 | $2,707-83.0% | $2,476-81.4% | $4,156-88.9% |
| Participant deferral / active EE | $927 | $4,279-78.3% | $3,958-76.6% | $6,407-85.5% |
| Admin fee / account holder | $17 | $6,198-99.7% | $6,033-99.7% | $12,270-99.9% |