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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 | $8,478 | $84,236-89.9% | $170,435-95.0% | $70,126-87.9% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 22.37% | 23.06%-0.7pp | 205.94%-183.6pp | 73.15%-50.8pp |
| Employer contribution / active EE | $446 | $3,387-86.8% | $5,432-91.8% | $2,343-81.0% |
| Participant deferral / active EE | $1,074 | $3,086-65.2% | $4,939-78.3% | $3,332-67.8% |
| Admin fee / account holder | $66 | $5,698-98.8% | $13,881-99.5% | $4,645-98.6% |