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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 | $9,358 | $110,410-91.5% | $102,437-90.9% | $145,897-93.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.53% | 24.85%-8.3pp | 24.95%-8.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,761 | $4,217-58.2% | $3,871-54.5% | $4,663-62.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $184 | $9,745-98.1% | $8,388-97.8% | $13,390-98.6% |