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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 | $11,799 | $115,796-89.8% | $101,264-88.3% | $158,950-92.6% |
| Participation rate | 46.7% | 79.4%-32.7pp | 75.8%-29.1pp | 82.0%-35.3pp |
| Annual return | 26.43% | 56.15%-29.7pp | 46.48%-20.0pp | 302.91%-276.5pp |
| Employer contribution / active EE | $934 | $4,175-77.6% | $3,660-74.5% | $4,762-80.4% |
| Participant deferral / active EE | $2,494 | $4,958-49.7% | $4,370-42.9% | $5,983-58.3% |
| Admin fee / account holder | $208 | $7,247-97.1% | $5,947-96.5% | $11,248-98.1% |