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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 | $22,923 | $149,679-84.7% | $117,039-80.4% | $147,586-84.5% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 10.38% | 19.31%-8.9pp | 18.95%-8.6pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,529 | $4,937-69.0% | $3,785-59.6% | $4,876-68.7% |
| Participant deferral / active EE | $1,529 | $4,912-68.9% | $3,929-61.1% | $5,439-71.9% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |