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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 | $10,402 | $50,554-79.4% | $67,681-84.6% | $87,485-88.1% |
| Participation rate | 30.8% | 67.7%-37.0pp | 73.7%-43.0pp | 68.9%-38.2pp |
| Annual return | 16.21% | 17.81%-1.6pp | 590.58%-574.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $521 | $1,988-73.8% | $2,678-80.6% | $2,596-79.9% |
| Participant deferral / active EE | $1,012 | $2,961-65.8% | $3,976-74.6% | $4,274-76.3% |
| Admin fee / account holder | $20 | $4,132-99.5% | $6,100-99.7% | $7,775-99.7% |