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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 | $8,774 | $53,127-83.5% | $86,597-89.9% | $70,131-87.5% |
| Participation rate | 55.6% | 65.3%-9.8pp | 73.5%-18.0pp | 69.5%-14.0pp |
| Annual return | 26.94% | 27.66%-0.7pp | 964.96%-938.0pp | 73.14%-46.2pp |
| Employer contribution / active EE | $1,141 | $2,068-44.8% | $2,840-59.8% | $2,342-51.3% |
| Participant deferral / active EE | $1,884 | $2,696-30.1% | $3,609-47.8% | $3,332-43.5% |
| Admin fee / account holder | $56 | $3,585-98.5% | $4,906-98.9% | $4,645-98.8% |