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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 | $10,827 | $113,338-90.4% | $94,993-88.6% | $147,586-92.7% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 41.88% | 20.80%+21.1pp | 27.14%+14.7pp | 578.59%-536.7pp |
| Employer contribution / active EE | $579 | $3,160-81.7% | $2,603-77.8% | $4,876-88.1% |
| Participant deferral / active EE | $1,881 | $3,777-50.2% | $3,317-43.3% | $5,439-65.4% |
| Admin fee / account holder | $26 | $6,063-99.6% | $4,960-99.5% | $10,886-99.8% |