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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 | $5,990 | $99,652-94.0% | $78,778-92.4% | $147,586-95.9% |
| Participation rate | 64.3% | 76.2%-11.9pp | 69.2%-4.9pp | 82.8%-18.5pp |
| Annual return | 19.38% | 47.28%-27.9pp | 35.62%-16.2pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,059 | $2,796-62.1% | $1,986-46.7% | $4,876-78.3% |
| Participant deferral / active EE | $1,344 | $3,664-63.3% | $2,958-54.6% | $5,439-75.3% |
| Admin fee / account holder | $152 | $7,155-97.9% | $5,134-97.0% | $10,886-98.6% |