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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 | $12,408 | $115,903-89.3% | $100,528-87.7% | $158,966-92.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 29.08% | 34.80%-5.7pp | 30.90%-1.8pp | 302.95%-273.9pp |
| Employer contribution / active EE | $929 | $4,105-77.4% | $3,419-72.8% | $4,762-80.5% |
| Participant deferral / active EE | $2,341 | $6,677-64.9% | $6,271-62.7% | $5,983-60.9% |
| Admin fee / account holder | $69 | $11,000-99.4% | $8,084-99.1% | $11,250-99.4% |