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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 | $8,908 | $106,247-91.6% | $96,515-90.8% | $139,466-93.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 37.71% | 38.47%-0.8pp | 35.73%+2.0pp | 373.66%-336.0pp |
| Employer contribution / active EE | $1,861 | $4,106-54.7% | $3,740-50.2% | $4,754-60.9% |
| Participant deferral / active EE | $1,861 | $5,456-65.9% | $4,880-61.9% | $6,712-72.3% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |