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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 | $4,230 | $48,078-91.2% | $78,676-94.6% | $62,881-93.3% |
| Participation rate | 61.5% | 65.2%-3.7pp | 73.6%-12.0pp | 69.3%-7.8pp |
| Annual return | 123.44% | 31.36%+92.1pp | 62.19%+61.2pp | 20.14%+103.3pp |
| Employer contribution / active EE | $214 | $2,015-89.4% | $2,850-92.5% | $2,281-90.6% |
| Participant deferral / active EE | $1,460 | $2,587-43.6% | $3,517-58.5% | $3,203-54.4% |
| Admin fee / account holder | $35 | $3,206-98.9% | $4,510-99.2% | $4,296-99.2% |