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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 | $8,747 | $105,960-91.7% | $81,726-89.3% | $158,982-94.5% |
| Participation rate | 55.6% | 75.6%-20.1pp | 72.0%-16.5pp | 82.0%-26.4pp |
| Annual return | 36.81% | 38.19%-1.4pp | 29.49%+7.3pp | 302.99%-266.2pp |
| Employer contribution / active EE | $571 | $7,805-92.7% | $4,311-86.8% | $4,763-88.0% |
| Participant deferral / active EE | $1,569 | $13,011-87.9% | $7,108-77.9% | $5,983-73.8% |
| Admin fee / account holder | $166 | $8,494-98.1% | $5,160-96.8% | $11,252-98.5% |