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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 | $7,445 | $96,508-92.3% | $75,901-90.2% | $152,897-95.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.5%-32.5pp |
| Annual return | 28.63% | 33.99%-5.4pp | 30.76%-2.1pp | 345.43%-316.8pp |
| Employer contribution / active EE | $673 | $3,310-79.7% | $2,501-73.1% | $4,764-85.9% |
| Participant deferral / active EE | $1,347 | $4,554-70.4% | $3,603-62.6% | $5,851-77.0% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |