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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 | $10,809 | $63,346-82.9% | $92,240-88.3% | $70,126-84.6% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 18.89% | 530.19%-511.3pp | 176.29%-157.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,285 | $2,471-48.0% | $3,680-65.1% | $2,343-45.1% |
| Participant deferral / active EE | $2,045 | $2,854-28.3% | $3,897-47.5% | $3,332-38.6% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |