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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 | $9,989 | $62,672-84.1% | $185,117-94.6% | $70,124-85.8% |
| Participation rate | 35.5% | 63.8%-28.3pp | 77.3%-41.8pp | 69.5%-34.1pp |
| Annual return | 16.05% | 40.79%-24.7pp | 40.50%-24.4pp | 73.14%-57.1pp |
| Employer contribution / active EE | $636 | $1,753-63.7% | $4,182-84.8% | $2,342-72.8% |
| Participant deferral / active EE | $1,159 | $3,272-64.6% | $5,045-77.0% | $3,332-65.2% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |