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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 | $20,146 | $99,652-79.8% | $78,778-74.4% | $147,586-86.3% |
| Participation rate | 41.2% | 76.2%-35.1pp | 69.2%-28.0pp | 82.8%-41.7pp |
| Annual return | 28.50% | 47.28%-18.8pp | 35.62%-7.1pp | 578.59%-550.1pp |
| Employer contribution / active EE | $1,256 | $2,796-55.1% | $1,986-36.7% | $4,876-74.2% |
| Participant deferral / active EE | $1,811 | $3,664-50.6% | $2,958-38.8% | $5,439-66.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |