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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 | $7,799 | $106,247-92.7% | $96,515-91.9% | $139,466-94.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 38.50% | 38.47%0pp | 35.73%+2.8pp | 373.66%-335.2pp |
| Employer contribution / active EE | $1,718 | $4,106-58.1% | $3,740-54.0% | $4,754-63.9% |
| Participant deferral / active EE | $2,841 | $5,456-47.9% | $4,880-41.8% | $6,712-57.7% |
| Admin fee / account holder | $176 | $7,885-97.8% | $6,735-97.4% | $11,409-98.5% |