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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 | $12,302 | $91,037-86.5% | $71,671-82.8% | $147,586-91.7% |
| Participation rate | 58.8% | 76.1%-17.3pp | 68.7%-9.9pp | 82.8%-24.0pp |
| Annual return | 32.18% | 20.48%+11.7pp | 20.65%+11.5pp | 578.59%-546.4pp |
| Employer contribution / active EE | $1,253 | $3,327-62.3% | $2,460-49.1% | $4,876-74.3% |
| Participant deferral / active EE | $2,059 | $4,498-54.2% | $3,438-40.1% | $5,439-62.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |