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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 | $8,092 | $65,555-87.7% | $86,216-90.6% | $75,173-89.2% |
| Participation rate | 44.4% | 60.5%-16.0pp | 69.0%-24.5pp | 67.2%-22.8pp |
| Annual return | 33.51% | 46.07%-12.6pp | 1169.42%-1135.9pp | 160.72%-127.2pp |
| Employer contribution / active EE | $663 | $1,553-57.3% | $2,382-72.2% | $2,671-75.2% |
| Participant deferral / active EE | $1,310 | $3,023-56.7% | $3,986-67.1% | $4,126-68.3% |
| Admin fee / account holder | $217 | $5,469-96.0% | $6,853-96.8% | $5,651-96.2% |