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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 | $11,149 | $78,672-85.8% | $109,163-89.8% | $85,856-87.0% |
| Participation rate | 48.0% | 68.3%-20.3pp | 75.9%-27.9pp | 69.3%-21.3pp |
| Annual return | 12.28% | 25.09%-12.8pp | 25.75%-13.5pp | 318.58%-306.3pp |
| Employer contribution / active EE | $976 | $2,734-64.3% | $3,723-73.8% | $2,565-62.0% |
| Participant deferral / active EE | $1,647 | $3,467-52.5% | $4,654-64.6% | $3,952-58.3% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,754-100.0% | $6,261-100.0% |