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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 | $8,185 | $48,053-83.0% | $84,623-90.3% | $72,983-88.8% |
| Participation rate | 45.2% | 57.6%-12.4pp | 68.2%-23.1pp | 69.5%-24.3pp |
| Annual return | 25.34% | 37.39%-12.0pp | 258.77%-233.4pp | 81.01%-55.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $987 | $2,681-63.2% | $3,899-74.7% | $3,608-72.6% |
| Admin fee / account holder | $234 | $3,395-93.1% | $4,913-95.2% | $5,124-95.4% |