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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 | $11,518 | $98,240-88.3% | $82,312-86.0% | $147,586-92.2% |
| Participation rate | 52.4% | 79.7%-27.3pp | 76.9%-24.5pp | 82.8%-30.4pp |
| Annual return | 12.47% | 30.85%-18.4pp | 25.88%-13.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $726 | $3,192-77.2% | $2,428-70.1% | $4,876-85.1% |
| Participant deferral / active EE | $3,085 | $4,383-29.6% | $3,706-16.8% | $5,439-43.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |