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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 | $3,732 | $57,061-93.5% | $85,063-95.6% | $80,911-95.4% |
| Participation rate | 48.8% | 56.3%-7.6pp | 67.5%-18.7pp | 67.6%-18.9pp |
| Annual return | 21.24% | 21.66%-0.4pp | 66.54%-45.3pp | 35.63%-14.4pp |
| Employer contribution / active EE | $367 | $1,799-79.6% | $2,727-86.5% | $2,756-86.7% |
| Participant deferral / active EE | $1,128 | $3,110-63.7% | $4,523-75.1% | $4,297-73.8% |
| Admin fee / account holder | $23 | $4,986-99.5% | $6,155-99.6% | $6,935-99.7% |