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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 | $112,729-91.4% | $98,716-90.1% | $137,256-92.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 68.24% | 38.48%+29.8pp | 31.81%+36.4pp | 220.34%-152.1pp |
| Employer contribution / active EE | $1,578 | $2,725-42.1% | $2,279-30.7% | $4,156-62.0% |
| Participant deferral / active EE | $2,130 | $4,640-54.1% | $4,048-47.4% | $6,407-66.8% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |