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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 | $13,216 | $99,652-86.7% | $78,778-83.2% | $147,586-91.0% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 25.11% | 47.28%-22.2pp | 35.62%-10.5pp | 578.59%-553.5pp |
| Employer contribution / active EE | $891 | $2,796-68.1% | $1,986-55.1% | $4,876-81.7% |
| Participant deferral / active EE | $1,855 | $3,664-49.4% | $2,958-37.3% | $5,439-65.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |