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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 | $10,770 | $77,449-86.1% | $69,483-84.5% | $152,909-93.0% |
| Participation rate | 64.7% | 78.1%-13.4pp | 74.6%-9.9pp | 82.5%-17.7pp |
| Annual return | 31.75% | 39.09%-7.3pp | 28.99%+2.8pp | 345.46%-313.7pp |
| Employer contribution / active EE | $738 | $3,316-77.7% | $2,780-73.4% | $4,764-84.5% |
| Participant deferral / active EE | $1,695 | $4,415-61.6% | $3,537-52.1% | $5,851-71.0% |
| Admin fee / account holder | $92 | $6,210-98.5% | $3,841-97.6% | $11,601-99.2% |