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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 | $7,008 | $124,330-94.4% | $109,173-93.6% | $167,536-95.8% |
| Participation rate | 55.6% | 79.5%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 27.08% | 26.04%+1.0pp | 25.75%+1.3pp | 478.82%-451.7pp |
| Employer contribution / active EE | $1,004 | $4,209-76.1% | $3,723-73.0% | $4,839-79.3% |
| Participant deferral / active EE | $1,980 | $5,256-62.3% | $4,654-57.5% | $6,342-68.8% |
| Admin fee / account holder | $14 | $7,974-99.8% | $6,755-99.8% | $12,315-99.9% |