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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 | $10,469 | $118,708-91.2% | $98,920-89.4% | $158,982-93.4% |
| Participation rate | 61.5% | 77.8%-16.3pp | 76.0%-14.5pp | 82.0%-20.4pp |
| Annual return | 16.75% | 372.49%-355.7pp | 196.47%-179.7pp | 302.99%-286.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,139 | $5,089-58.0% | $4,245-49.6% | $5,983-64.2% |
| Admin fee / account holder | $121 | $10,134-98.8% | $6,643-98.2% | $11,252-98.9% |