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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 | $14,014 | $106,923-86.9% | $84,023-83.3% | $152,909-90.8% |
| Participation rate | 55.6% | 75.3%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 25.18% | 105.02%-79.8pp | 71.32%-46.1pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,060 | $2,735-61.2% | $1,984-46.6% | $4,764-77.7% |
| Participant deferral / active EE | $2,252 | $4,013-43.9% | $3,239-30.5% | $5,851-61.5% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |