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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 | $6,009 | $99,345-94.0% | $84,753-92.9% | $273,972-97.8% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 35.33% | 22.93%+12.4pp | 22.78%+12.5pp | 41.46%-6.1pp |
| Employer contribution / active EE | $1,361 | $4,214-67.7% | $3,574-61.9% | $4,869-72.0% |
| Participant deferral / active EE | $2,391 | $4,270-44.0% | $3,712-35.6% | $5,287-54.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |