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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 | $11,117 | $79,449-86.0% | $189,575-94.1% | $85,847-87.0% |
| Participation rate | 44.8% | 66.0%-21.2pp | 78.4%-33.6pp | 69.3%-24.5pp |
| Annual return | 15.29% | 18.45%-3.2pp | 64.19%-48.9pp | 318.61%-303.3pp |
| Employer contribution / active EE | $487 | $2,081-76.6% | $4,412-89.0% | $2,565-81.0% |
| Participant deferral / active EE | $1,780 | $4,051-56.1% | $6,174-71.2% | $3,952-55.0% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,806-100.0% | $6,261-100.0% |