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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 | $9,513 | $124,336-92.3% | $111,303-91.5% | $167,518-94.3% |
| Participation rate | 69.2% | 79.6%-10.4pp | 77.3%-8.1pp | 82.1%-12.9pp |
| Annual return | 27.35% | 37.45%-10.1pp | 54.66%-27.3pp | 478.71%-451.4pp |
| Employer contribution / active EE | $2,730 | $3,436-20.6% | $2,731-0.1% | $4,838-43.6% |
| Participant deferral / active EE | $4,507 | $5,181-13.0% | $4,487+0.4% | $6,342-28.9% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |