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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 | $3,365 | $90,486-96.3% | $78,676-95.7% | $273,972-98.8% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 17.75% | 75.62%-57.9pp | 62.19%-44.4pp | 41.46%-23.7pp |
| Employer contribution / active EE | $626 | $3,175-80.3% | $2,850-78.0% | $4,869-87.1% |
| Participant deferral / active EE | $674 | $3,901-82.7% | $3,517-80.8% | $5,287-87.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |