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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 | $13,472 | $117,444-88.5% | $99,479-86.5% | $152,909-91.2% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.5%-15.8pp |
| Annual return | 43.58% | 31.87%+11.7pp | 30.72%+12.9pp | 345.46%-301.9pp |
| Employer contribution / active EE | $1,539 | $3,014-48.9% | $2,540-39.4% | $4,764-67.7% |
| Participant deferral / active EE | $4,839 | $4,086+18.4% | $3,619+33.7% | $5,851-17.3% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |