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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 | $49,070 | $275,752-82.2% | $256,809-80.9% | $198,609-75.3% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 22.73% | 34.81%-12.1pp | 32.73%-10.0pp | 202.70%-180.0pp |
| Employer contribution / active EE | $2,000 | $7,721-74.1% | $7,263-72.5% | $5,055-60.4% |
| Participant deferral / active EE | $9,000 | $10,037-10.3% | $9,520-5.5% | $6,977+29.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |