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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 | $6,431 | $85,169-92.4% | $172,755-96.3% | $72,983-91.2% |
| Participation rate | 40.0% | 70.1%-30.1pp | 82.6%-42.6pp | 69.5%-29.5pp |
| Annual return | 29.18% | 27.32%+1.9pp | 802.94%-773.8pp | 81.01%-51.8pp |
| Employer contribution / active EE | $981 | $3,324-70.5% | $5,144-80.9% | $2,440-59.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $102 | $5,880-98.3% | $13,955-99.3% | $5,124-98.0% |