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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 | $5,657 | $96,956-94.2% | $69,779-91.9% | $273,972-97.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 15.85% | 12.93%+2.9pp | 12.99%+2.9pp | 41.46%-25.6pp |
| Employer contribution / active EE | $250 | $3,316-92.5% | $2,338-89.3% | $4,869-94.9% |
| Participant deferral / active EE | $1,610 | $3,744-57.0% | $2,931-45.1% | $5,287-69.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |