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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 | $10,547 | $98,776-89.3% | $149,745-93.0% | $79,856-86.8% |
| Participation rate | 43.3% | 75.8%-32.5pp | 82.5%-39.1pp | 69.6%-26.3pp |
| Annual return | 16.84% | 27.38%-10.5pp | 276.72%-259.9pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,000 | $3,217-68.9% | $4,646-78.5% | $2,471-59.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $48 | $6,053-99.2% | $9,312-99.5% | $5,306-99.1% |