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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 | $5,683 | $48,118-88.2% | $136,833-95.8% | $94,015-94.0% |
| Participation rate | 63.0% | 47.4%+15.6pp | 59.0%+3.9pp | 70.8%-7.9pp |
| Annual return | 43.90% | 14.65%+29.2pp | 35.32%+8.6pp | 17.84%+26.1pp |
| Employer contribution / active EE | $1,105 | $821+34.6% | $1,319-16.2% | $2,790-60.4% |
| Participant deferral / active EE | $1,167 | $1,651-29.3% | $2,441-52.2% | $4,249-72.5% |
| Admin fee / account holder | $0 | $3,059-100.0% | $4,706-100.0% | $8,951-100.0% |