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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 | $9,193 | $91,179-89.9% | $178,499-94.8% | $79,852-88.5% |
| Participation rate | 61.5% | 69.2%-7.7pp | 81.9%-20.4pp | 69.6%-8.1pp |
| Annual return | 70.58% | 24.19%+46.4pp | 151.10%-80.5pp | 31.72%+38.9pp |
| Employer contribution / active EE | $1,169 | $3,256-64.1% | $5,011-76.7% | $2,471-52.7% |
| Participant deferral / active EE | $3,295 | $3,236+1.8% | $5,202-36.7% | $3,740-11.9% |
| Admin fee / account holder | $143 | $6,749-97.9% | $13,986-99.0% | $5,306-97.3% |