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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 | $8,169 | $104,664-92.2% | $85,693-90.5% | $167,518-95.1% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.9%-9.9pp | 82.1%-22.1pp |
| Annual return | 9.39% | 21.45%-12.1pp | 21.49%-12.1pp | 478.71%-469.3pp |
| Employer contribution / active EE | $1,177 | $3,337-64.7% | $2,618-55.1% | $4,838-75.7% |
| Participant deferral / active EE | $2,754 | $4,824-42.9% | $3,923-29.8% | $6,342-56.6% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |