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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 | $28,649 | $101,950-71.9% | $125,529-77.2% | $86,983-67.1% |
| Participation rate | 53.8% | 70.2%-16.3pp | 74.7%-20.9pp | 69.5%-15.7pp |
| Annual return | 20.71% | 18.29%+2.4pp | 202.56%-181.9pp | 25.83%-5.1pp |
| Employer contribution / active EE | $1,607 | $2,358-31.9% | $3,058-47.5% | $2,584-37.8% |
| Participant deferral / active EE | $3,518 | $3,862-8.9% | $4,813-26.9% | $4,194-16.1% |
| Admin fee / account holder | $0 | $12,791-100.0% | $16,298-100.0% | $7,856-100.0% |