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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 | $3,914 | $114,013-96.6% | $103,693-96.2% | $155,188-97.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 30.40% | 49.31%-18.9pp | 47.61%-17.2pp | 148.84%-118.4pp |
| Employer contribution / active EE | $1,091 | $3,131-65.2% | $2,920-62.6% | $4,248-74.3% |
| Participant deferral / active EE | $1,556 | $4,970-68.7% | $4,579-66.0% | $6,531-76.2% |
| Admin fee / account holder | $177 | $8,407-97.9% | $7,858-97.7% | $14,480-98.8% |