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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 | $5,288 | $91,167-94.2% | $178,498-97.0% | $79,858-93.4% |
| Participation rate | 36.0% | 69.2%-33.2pp | 81.9%-45.9pp | 69.6%-33.6pp |
| Annual return | 44.87% | 24.19%+20.7pp | 151.09%-106.2pp | 31.72%+13.2pp |
| Employer contribution / active EE | $695 | $3,255-78.6% | $5,011-86.1% | $2,471-71.9% |
| Participant deferral / active EE | $937 | $3,236-71.0% | $5,202-82.0% | $3,740-75.0% |
| Admin fee / account holder | $13 | $6,747-99.8% | $13,985-99.9% | $5,306-99.8% |