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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 | $11,097 | $127,387-91.3% | $115,038-90.4% | $125,389-91.2% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 2.02% | 31.28%-29.3pp | 26.14%-24.1pp | 282.24%-280.2pp |
| Employer contribution / active EE | $1,506 | $5,166-70.9% | $4,608-67.3% | $4,866-69.1% |
| Participant deferral / active EE | $3,325 | $6,423-48.2% | $6,026-44.8% | $5,352-37.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |