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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 | $11,850 | $106,005-88.8% | $92,239-87.2% | $147,585-92.0% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 24.94% | 50.05%-25.1pp | 176.29%-151.4pp | 578.58%-553.6pp |
| Employer contribution / active EE | $909 | $4,333-79.0% | $3,680-75.3% | $4,876-81.4% |
| Participant deferral / active EE | $1,633 | $4,478-63.5% | $3,897-58.1% | $5,439-70.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |