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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 | $10,502 | $93,346-88.7% | $71,796-85.4% | $273,972-96.2% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 25.35% | 130.39%-105.0pp | 78.04%-52.7pp | 41.46%-16.1pp |
| Employer contribution / active EE | $1,790 | $2,733-34.5% | $1,924-7.0% | $4,869-63.2% |
| Participant deferral / active EE | $4,268 | $3,475+22.8% | $2,794+52.7% | $5,287-19.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |