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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 | $10,861 | $106,267-89.8% | $96,520-88.7% | $139,456-92.2% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 23.69% | 38.45%-14.8pp | 35.72%-12.0pp | 373.45%-349.8pp |
| Employer contribution / active EE | $808 | $4,105-80.3% | $3,739-78.4% | $4,753-83.0% |
| Participant deferral / active EE | $2,049 | $5,454-62.4% | $4,879-58.0% | $6,711-69.5% |
| Admin fee / account holder | $281 | $7,882-96.4% | $6,733-95.8% | $11,407-97.5% |