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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 | $10,062 | $107,030-90.6% | $73,550-86.3% | $147,586-93.2% |
| Participation rate | 58.3% | 66.4%-8.0pp | 54.9%+3.4pp | 82.8%-24.5pp |
| Annual return | 29.05% | 38.25%-9.2pp | -15.16%+44.2pp | 578.59%-549.5pp |
| Employer contribution / active EE | $1,994 | $1,760+13.2% | $1,219+63.5% | $4,876-59.1% |
| Participant deferral / active EE | $1,055 | $2,458-57.1% | $1,804-41.5% | $5,439-80.6% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |