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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 | $27,519 | $162,821-83.1% | $133,978-79.5% | $158,982-82.7% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 9.02% | 41.95%-32.9pp | 45.10%-36.1pp | 302.99%-294.0pp |
| Employer contribution / active EE | $1,411 | $4,976-71.6% | $3,919-64.0% | $4,763-70.4% |
| Participant deferral / active EE | $3,108 | $5,910-47.4% | $5,047-38.4% | $5,983-48.1% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |