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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 | $7,067 | $153,311-95.4% | $109,313-93.5% | $273,972-97.4% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 10.88% | 29.86%-19.0pp | 22.07%-11.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $564 | $5,619-90.0% | $3,892-85.5% | $4,869-88.4% |
| Participant deferral / active EE | $2,046 | $3,932-48.0% | $3,166-35.4% | $5,287-61.3% |
| Admin fee / account holder | $23 | $8,076-99.7% | $5,666-99.6% | $10,133-99.8% |