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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 | $9,695 | $78,690-87.7% | $161,489-94.0% | $87,485-88.9% |
| Participation rate | 43.5% | 67.5%-24.0pp | 78.7%-35.2pp | 68.9%-25.5pp |
| Annual return | 17.30% | 32.74%-15.4pp | 89.72%-72.4pp | 26.06%-8.8pp |
| Employer contribution / active EE | $518 | $2,588-80.0% | $4,268-87.9% | $2,596-80.0% |
| Participant deferral / active EE | $1,966 | $3,311-40.6% | $5,630-65.1% | $4,274-54.0% |
| Admin fee / account holder | $292 | $6,724-95.7% | $16,006-98.2% | $7,775-96.2% |