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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 | $8,204 | $119,143-93.1% | $88,632-90.7% | $152,909-94.6% |
| Participation rate | 14.3% | 73.4%-59.1pp | 68.8%-54.5pp | 82.5%-68.2pp |
| Annual return | 20.05% | 48.12%-28.1pp | 43.75%-23.7pp | 345.46%-325.4pp |
| Employer contribution / active EE | $459 | $2,675-82.9% | $2,101-78.2% | $4,764-90.4% |
| Participant deferral / active EE | $470 | $3,555-86.8% | $2,917-83.9% | $5,851-92.0% |
| Admin fee / account holder | $11 | $5,875-99.8% | $4,308-99.7% | $11,601-99.9% |