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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 | $9,247 | $123,155-92.5% | $108,753-91.5% | $155,188-94.0% |
| Participation rate | 55.6% | 75.6%-20.1pp | 71.1%-15.5pp | 80.8%-25.2pp |
| Annual return | 32.51% | 44.73%-12.2pp | 37.47%-5.0pp | 148.84%-116.3pp |
| Employer contribution / active EE | $1,002 | $2,811-64.3% | $2,427-58.7% | $4,248-76.4% |
| Participant deferral / active EE | $2,797 | $4,623-39.5% | $4,115-32.0% | $6,531-57.2% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,320-99.8% | $14,480-99.9% |