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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 | $3,828 | $90,486-95.8% | $78,676-95.1% | $273,972-98.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 17.17% | 75.62%-58.5pp | 62.19%-45.0pp | 41.46%-24.3pp |
| Employer contribution / active EE | $3,326 | $3,175+4.8% | $2,850+16.7% | $4,869-31.7% |
| Participant deferral / active EE | $1,519 | $3,901-61.1% | $3,517-56.8% | $5,287-71.3% |
| Admin fee / account holder | $17 | $5,263-99.7% | $4,510-99.6% | $10,133-99.8% |