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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 | $10,568 | $176,786-94.0% | $146,643-92.8% | $167,536-93.7% |
| Participation rate | 57.9% | 83.6%-25.7pp | 80.1%-22.2pp | 82.1%-24.2pp |
| Annual return | 20.28% | 24.04%-3.8pp | 22.75%-2.5pp | 478.82%-458.5pp |
| Employer contribution / active EE | $1,341 | $5,161-74.0% | $4,137-67.6% | $4,839-72.3% |
| Participant deferral / active EE | $3,025 | $6,440-53.0% | $5,506-45.1% | $6,342-52.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |