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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 | $3,810 | $104,251-96.3% | $91,004-95.8% | $147,585-97.4% |
| Participation rate | 63.2% | 78.2%-15.1pp | 75.6%-12.4pp | 82.8%-19.7pp |
| Annual return | 10.92% | 27.06%-16.1pp | 4.60%+6.3pp | 578.58%-567.7pp |
| Employer contribution / active EE | $1,222 | $3,116-60.8% | $2,456-50.2% | $4,876-74.9% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $25 | $8,948-99.7% | $5,417-99.5% | $10,886-99.8% |