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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 | $11,568 | $96,508-88.0% | $75,901-84.8% | $152,897-92.4% |
| Participation rate | 36.8% | 76.2%-39.4pp | 69.3%-32.4pp | 82.5%-45.6pp |
| Annual return | 21.05% | 33.99%-12.9pp | 30.76%-9.7pp | 345.43%-324.4pp |
| Employer contribution / active EE | $737 | $3,310-77.7% | $2,501-70.5% | $4,764-84.5% |
| Participant deferral / active EE | $1,277 | $4,554-72.0% | $3,603-64.6% | $5,851-78.2% |
| Admin fee / account holder | $270 | $8,081-96.7% | $5,420-95.0% | $11,599-97.7% |