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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 | $3,879 | $51,222-92.4% | $70,544-94.5% | $75,173-94.8% |
| Participation rate | 51.9% | 61.0%-9.1pp | 68.4%-16.5pp | 67.2%-15.4pp |
| Annual return | 18.94% | 30.06%-11.1pp | 32.79%-13.9pp | 160.72%-141.8pp |
| Employer contribution / active EE | $511 | $1,827-72.0% | $2,976-82.8% | $2,671-80.9% |
| Participant deferral / active EE | $934 | $2,850-67.2% | $4,568-79.6% | $4,126-77.4% |
| Admin fee / account holder | $47 | $4,096-98.9% | $6,427-99.3% | $5,651-99.2% |