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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 | $7,860 | $98,240-92.0% | $82,313-90.5% | $147,585-94.7% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 26.76% | 30.85%-4.1pp | 25.88%+0.9pp | 578.57%-551.8pp |
| Employer contribution / active EE | $664 | $3,192-79.2% | $2,428-72.7% | $4,876-86.4% |
| Participant deferral / active EE | $2,352 | $4,383-46.3% | $3,706-36.5% | $5,439-56.8% |
| Admin fee / account holder | $39 | $8,563-99.5% | $5,608-99.3% | $10,885-99.6% |