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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 | $14,581 | $124,330-88.3% | $109,173-86.6% | $167,536-91.3% |
| Participation rate | 40.9% | 79.5%-38.5pp | 75.9%-35.0pp | 82.1%-41.2pp |
| Annual return | 17.96% | 26.04%-8.1pp | 25.75%-7.8pp | 478.82%-460.9pp |
| Employer contribution / active EE | $941 | $4,209-77.6% | $3,723-74.7% | $4,839-80.6% |
| Participant deferral / active EE | $1,840 | $5,256-65.0% | $4,654-60.5% | $6,342-71.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |