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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 | $6,287 | $165,939-96.2% | $122,354-94.9% | $147,586-95.7% |
| Participation rate | 31.8% | 79.6%-47.8pp | 71.6%-39.8pp | 82.8%-51.0pp |
| Annual return | 22.74% | 34.56%-11.8pp | 30.28%-7.5pp | 578.59%-555.9pp |
| Employer contribution / active EE | $527 | $5,754-90.8% | $4,051-87.0% | $4,876-89.2% |
| Participant deferral / active EE | $828 | $4,005-79.3% | $3,287-74.8% | $5,439-84.8% |
| Admin fee / account holder | $14 | $7,425-99.8% | $5,479-99.7% | $10,886-99.9% |