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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 | $10,578 | $98,776-89.3% | $149,745-92.9% | $79,856-86.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 13.10% | 27.38%-14.3pp | 276.72%-263.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,340 | $3,217-58.3% | $4,646-71.2% | $2,471-45.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $188 | $6,053-96.9% | $9,312-98.0% | $5,306-96.5% |