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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 | $11,172 | $90,486-87.7% | $78,676-85.8% | $273,972-95.9% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 9.51% | 75.62%-66.1pp | 62.19%-52.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $106 | $3,175-96.7% | $2,850-96.3% | $4,869-97.8% |
| Participant deferral / active EE | $1,084 | $3,901-72.2% | $3,517-69.2% | $5,287-79.5% |
| Admin fee / account holder | $67 | $5,263-98.7% | $4,510-98.5% | $10,133-99.3% |