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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 | $9,010 | $99,652-91.0% | $78,778-88.6% | $147,586-93.9% |
| Participation rate | 23.1% | 76.2%-53.2pp | 69.2%-46.1pp | 82.8%-59.8pp |
| Annual return | 50.45% | 47.28%+3.2pp | 35.62%+14.8pp | 578.59%-528.1pp |
| Employer contribution / active EE | $555 | $2,796-80.1% | $1,986-72.0% | $4,876-88.6% |
| Participant deferral / active EE | $857 | $3,664-76.6% | $2,958-71.0% | $5,439-84.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |