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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 | $10,935 | $106,280-89.7% | $96,538-88.7% | $139,487-92.2% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 14.93% | 38.48%-23.6pp | 35.74%-20.8pp | 373.84%-358.9pp |
| Employer contribution / active EE | $1,268 | $4,107-69.1% | $3,740-66.1% | $4,755-73.3% |
| Participant deferral / active EE | $1,430 | $5,457-73.8% | $4,880-70.7% | $6,713-78.7% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |