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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 | $7,312 | $117,846-93.8% | $102,434-92.9% | $145,884-95.0% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.46% | 31.90%-22.4pp | 29.46%-20.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,754 | $3,615-51.5% | $3,023-42.0% | $4,662-62.4% |
| Participant deferral / active EE | $1,817 | $5,733-68.3% | $5,055-64.1% | $6,690-72.8% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |