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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 | $5,385 | $77,638-93.1% | $156,551-96.6% | $62,881-91.4% |
| Participation rate | 63.8% | 71.2%-7.4pp | 84.0%-20.2pp | 69.3%-5.5pp |
| Annual return | 20.21% | 50.33%-30.1pp | 32.23%-12.0pp | 20.14%+0.1pp |
| Employer contribution / active EE | $401 | $3,444-88.4% | $5,501-92.7% | $2,281-82.4% |
| Participant deferral / active EE | $1,171 | $3,046-61.5% | $4,871-76.0% | $3,203-63.4% |
| Admin fee / account holder | $48 | $5,561-99.1% | $13,028-99.6% | $4,296-98.9% |