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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 | $13,604 | $84,236-83.9% | $170,435-92.0% | $70,126-80.6% |
| Participation rate | 44.0% | 70.8%-26.8pp | 83.6%-39.6pp | 69.5%-25.5pp |
| Annual return | 68.02% | 23.06%+45.0pp | 205.94%-137.9pp | 73.15%-5.1pp |
| Employer contribution / active EE | $908 | $3,387-73.2% | $5,432-83.3% | $2,343-61.2% |
| Participant deferral / active EE | $2,298 | $3,086-25.5% | $4,939-53.5% | $3,332-31.0% |
| Admin fee / account holder | $118 | $5,698-97.9% | $13,881-99.2% | $4,645-97.5% |