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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 | $11,205 | $108,922-89.7% | $100,398-88.8% | $145,978-92.3% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 29.28% | 58.04%-28.8pp | 49.32%-20.0pp | 550.52%-521.2pp |
| Employer contribution / active EE | $1,302 | $4,426-70.6% | $3,946-67.0% | $4,662-72.1% |
| Participant deferral / active EE | $3,334 | $8,450-60.5% | $8,084-58.8% | $6,690-50.2% |
| Admin fee / account holder | $11 | $9,680-99.9% | $7,893-99.9% | $13,400-99.9% |