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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 | $7,747 | $89,370-91.3% | $141,197-94.5% | $72,976-89.4% |
| Participation rate | 41.4% | 75.1%-33.7pp | 82.5%-41.1pp | 69.5%-28.1pp |
| Annual return | 21.40% | 111.88%-90.5pp | 71.41%-50.0pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,034 | $3,115-66.8% | $4,736-78.2% | $2,440-57.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $37 | $5,957-99.4% | $10,265-99.6% | $5,124-99.3% |