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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 | $9,585 | $79,955-88.0% | $98,461-90.3% | $75,173-87.2% |
| Participation rate | 62.5% | 70.4%-7.9pp | 75.2%-12.7pp | 67.2%-4.7pp |
| Annual return | 26.00% | 19.75%+6.3pp | 21.17%+4.8pp | 160.72%-134.7pp |
| Employer contribution / active EE | $1,873 | $2,264-17.3% | $3,049-38.6% | $2,671-29.9% |
| Participant deferral / active EE | $3,156 | $3,752-15.9% | $4,738-33.4% | $4,126-23.5% |
| Admin fee / account holder | $0 | $6,841-100.0% | $8,961-100.0% | $5,651-100.0% |