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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 | $8,822 | $114,119-92.3% | $107,187-91.8% | $138,895-93.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 32.40% | 273.21%-240.8pp | 204.55%-172.1pp | 145.39%-113.0pp |
| Employer contribution / active EE | $1,690 | $4,059-58.4% | $3,782-55.3% | $4,194-59.7% |
| Participant deferral / active EE | $2,355 | $5,538-57.5% | $5,096-53.8% | $6,396-63.2% |
| Admin fee / account holder | $3 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |