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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 | $8,715 | $103,387-91.6% | $87,102-90.0% | $152,885-94.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 35.04% | 28.10%+6.9pp | 28.19%+6.8pp | 345.39%-310.4pp |
| Employer contribution / active EE | $999 | $3,221-69.0% | $2,521-60.4% | $4,763-79.0% |
| Participant deferral / active EE | $2,359 | $4,778-50.6% | $4,048-41.7% | $5,851-59.7% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |