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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 | $8,128 | $111,787-92.7% | $93,681-91.3% | $145,978-94.4% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 26.65% | 203.52%-176.9pp | 133.47%-106.8pp | 550.52%-523.9pp |
| Employer contribution / active EE | $751 | $3,093-75.7% | $2,422-69.0% | $4,662-83.9% |
| Participant deferral / active EE | $1,805 | $4,918-63.3% | $4,415-59.1% | $6,690-73.0% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,290-99.8% | $13,400-99.9% |