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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 | $11,751 | $127,298-90.8% | $109,916-89.3% | $167,553-93.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 23.29% | 22.97%+0.3pp | 29.46%-6.2pp | 478.89%-455.6pp |
| Employer contribution / active EE | $1,573 | $3,325-52.7% | $2,844-44.7% | $4,840-67.5% |
| Participant deferral / active EE | $4,925 | $4,513+9.1% | $4,047+21.7% | $6,343-22.3% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |