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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 | $5,815 | $48,053-87.9% | $84,637-93.1% | $72,976-92.0% |
| Participation rate | 39.1% | 57.6%-18.5pp | 68.2%-29.2pp | 69.5%-30.4pp |
| Annual return | 36.21% | 37.39%-1.2pp | 258.82%-222.6pp | 81.02%-44.8pp |
| Employer contribution / active EE | $738 | $1,602-53.9% | $2,653-72.2% | $2,440-69.8% |
| Participant deferral / active EE | $1,864 | $2,681-30.5% | $3,900-52.2% | $3,608-48.3% |
| Admin fee / account holder | $275 | $3,395-91.9% | $4,914-94.4% | $5,124-94.6% |