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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 | $6,608 | $113,338-94.2% | $94,993-93.0% | $147,586-95.5% |
| Participation rate | 45.0% | 78.0%-33.0pp | 73.9%-28.9pp | 82.8%-37.8pp |
| Annual return | 24.72% | 20.80%+3.9pp | 27.14%-2.4pp | 578.59%-553.9pp |
| Employer contribution / active EE | $683 | $3,160-78.4% | $2,603-73.8% | $4,876-86.0% |
| Participant deferral / active EE | $1,176 | $3,777-68.9% | $3,317-64.5% | $5,439-78.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |