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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 | $17,667 | $98,240-82.0% | $82,312-78.5% | $147,586-88.0% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 32.72% | 30.85%+1.9pp | 25.88%+6.8pp | 578.59%-545.9pp |
| Employer contribution / active EE | $1,164 | $3,192-63.5% | $2,428-52.1% | $4,876-76.1% |
| Participant deferral / active EE | $3,985 | $4,383-9.1% | $3,706+7.5% | $5,439-26.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |