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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 | $13,659 | $97,881-86.0% | $80,004-82.9% | $125,389-89.1% |
| Participation rate | 69.6% | 77.9%-8.3pp | 73.0%-3.4pp | 83.2%-13.6pp |
| Annual return | 59.21% | 9.36%+49.8pp | 7.63%+51.6pp | 282.24%-223.0pp |
| Employer contribution / active EE | $999 | $3,128-68.1% | $2,473-59.6% | $4,866-79.5% |
| Participant deferral / active EE | $2,134 | $3,744-43.0% | $3,204-33.4% | $5,352-60.1% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |