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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 | $11,837 | $115,911-89.8% | $100,530-88.2% | $158,950-92.6% |
| Participation rate | 55.6% | 81.6%-26.0pp | 79.4%-23.9pp | 82.0%-26.4pp |
| Annual return | 36.14% | 34.80%+1.3pp | 30.89%+5.3pp | 302.91%-266.8pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,501 | $6,676-47.6% | $6,271-44.2% | $5,983-41.5% |
| Admin fee / account holder | $63 | $10,999-99.4% | $8,083-99.2% | $11,248-99.4% |