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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 | $156,616-93.8% | $133,346-92.7% | $198,609-95.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 68.24% | 44.25%+24.0pp | 36.85%+31.4pp | 202.70%-134.5pp |
| Employer contribution / active EE | $1,578 | $3,368-53.1% | $2,853-44.7% | $5,055-68.8% |
| Participant deferral / active EE | $2,130 | $4,920-56.7% | $4,332-50.8% | $6,977-69.5% |
| Admin fee / account holder | $20 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |