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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 | $14,063 | $817,678-98.3% | $392,568-96.4% | $152,909-90.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.1%-11.4pp | 82.5%-15.8pp |
| Annual return | 10.09% | 22.84%-12.7pp | 24.42%-14.3pp | 345.46%-335.4pp |
| Employer contribution / active EE | $3,043 | $5,502-44.7% | $3,783-19.6% | $4,764-36.1% |
| Participant deferral / active EE | $3,043 | $8,398-63.8% | $5,985-49.2% | $5,851-48.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,601-100.0% |