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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 | $8,654 | $91,179-90.5% | $178,499-95.2% | $79,852-89.2% |
| Participation rate | 36.9% | 69.2%-32.3pp | 81.9%-45.0pp | 69.6%-32.7pp |
| Annual return | 270.50% | 24.19%+246.3pp | 151.10%+119.4pp | 31.72%+238.8pp |
| Employer contribution / active EE | $852 | $3,256-73.8% | $5,011-83.0% | $2,471-65.5% |
| Participant deferral / active EE | $1,998 | $3,236-38.2% | $5,202-61.6% | $3,740-46.6% |
| Admin fee / account holder | $34 | $6,749-99.5% | $13,986-99.8% | $5,306-99.4% |