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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 | $3,410 | $111,830-97.0% | $93,696-96.4% | $145,884-97.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 14.63% | 204.08%-189.4pp | 133.74%-119.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,619 | $3,093-15.3% | $2,422+8.2% | $4,662-43.8% |
| Participant deferral / active EE | $1,806 | $4,920-63.3% | $4,417-59.1% | $6,690-73.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |