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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 | $8,531 | $106,247-92.0% | $96,515-91.2% | $139,466-93.9% |
| Participation rate | 69.6% | 77.8%-8.3pp | 74.3%-4.8pp | 80.3%-10.8pp |
| Annual return | 37.21% | 38.47%-1.3pp | 35.73%+1.5pp | 373.66%-336.4pp |
| Employer contribution / active EE | $1,261 | $4,106-69.3% | $3,740-66.3% | $4,754-73.5% |
| Participant deferral / active EE | $2,191 | $5,456-59.8% | $4,880-55.1% | $6,712-67.4% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |