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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 | $5,541 | $90,486-93.9% | $78,676-93.0% | $273,972-98.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 8.03% | 75.62%-67.6pp | 62.19%-54.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $595 | $3,175-81.2% | $2,850-79.1% | $4,869-87.8% |
| Participant deferral / active EE | $1,203 | $3,901-69.2% | $3,517-65.8% | $5,287-77.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |