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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 | $9,732 | $124,980-92.2% | $108,359-91.0% | $154,746-93.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 68.24% | 45.00%+23.2pp | 36.89%+31.3pp | 172.34%-104.1pp |
| Employer contribution / active EE | $1,578 | $2,851-44.6% | $2,399-34.2% | $4,379-64.0% |
| Participant deferral / active EE | $2,130 | $4,743-55.1% | $4,137-48.5% | $6,730-68.4% |
| Admin fee / account holder | $20 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |