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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 | $13,411 | $91,179-85.3% | $178,499-92.5% | $79,852-83.2% |
| Participation rate | 36.4% | 69.2%-32.8pp | 81.9%-45.6pp | 69.6%-33.3pp |
| Annual return | 13.63% | 24.19%-10.6pp | 151.10%-137.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $429 | $3,256-86.8% | $5,011-91.4% | $2,471-82.6% |
| Participant deferral / active EE | $911 | $3,236-71.8% | $5,202-82.5% | $3,740-75.6% |
| Admin fee / account holder | $80 | $6,749-98.8% | $13,986-99.4% | $5,306-98.5% |