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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 | $9,743 | $110,240-91.2% | $96,544-89.9% | $139,487-93.0% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 40.72% | 26.41%+14.3pp | 25.88%+14.8pp | 373.84%-333.1pp |
| Employer contribution / active EE | $1,120 | $3,622-69.1% | $2,966-62.3% | $4,755-76.5% |
| Participant deferral / active EE | $2,664 | $5,549-52.0% | $4,851-45.1% | $6,713-60.3% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |