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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 | $9,702 | $46,534-79.2% | $64,097-84.9% | $75,177-87.1% |
| Participation rate | 38.9% | 65.9%-27.1pp | 72.3%-33.4pp | 67.2%-28.3pp |
| Annual return | 149.52% | 26.07%+123.5pp | 33.75%+115.8pp | 160.75%-11.2pp |
| Employer contribution / active EE | $487 | $1,976-75.4% | $2,750-82.3% | $2,671-81.8% |
| Participant deferral / active EE | $1,574 | $2,835-44.5% | $3,881-59.4% | $4,126-61.9% |
| Admin fee / account holder | $27 | $2,957-99.1% | $3,070-99.1% | $5,651-99.5% |