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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 | $13,831 | $41,377-66.6% | $109,313-87.3% | $62,881-78.0% |
| Participation rate | 22.8% | 57.5%-34.8pp | 71.3%-48.5pp | 69.3%-46.5pp |
| Annual return | 36.97% | 11.05%+25.9pp | 22.07%+14.9pp | 20.14%+16.8pp |
| Employer contribution / active EE | $221 | $1,276-82.7% | $3,892-94.3% | $2,281-90.3% |
| Participant deferral / active EE | $1,136 | $2,045-44.4% | $3,166-64.1% | $3,203-64.5% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |