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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 | $115,225-91.6% | $100,712-90.3% | $138,895-93.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 68.24% | 40.35%+27.9pp | 33.27%+35.0pp | 145.39%-77.2pp |
| Employer contribution / active EE | $1,578 | $2,771-43.1% | $2,313-31.8% | $4,194-62.4% |
| Participant deferral / active EE | $2,130 | $4,699-54.7% | $4,085-47.9% | $6,396-66.7% |
| Admin fee / account holder | $20 | $10,844-99.8% | $9,256-99.8% | $12,562-99.8% |