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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 | $9,910 | $111,814-91.1% | $103,374-90.4% | $145,959-93.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.46% | 24.77%-9.3pp | 24.89%-9.4pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,252 | $4,214-70.3% | $3,869-67.6% | $4,661-73.1% |
| Participant deferral / active EE | $4,171 | $5,618-25.8% | $5,058-17.5% | $6,689-37.6% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |