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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 | $11,399 | $53,841-78.8% | $75,731-84.9% | $85,851-86.7% |
| Participation rate | 64.3% | 69.0%-4.8pp | 74.8%-10.5pp | 69.3%-5.0pp |
| Annual return | 19.49% | 24.54%-5.1pp | 104.65%-85.2pp | 318.63%-299.1pp |
| Employer contribution / active EE | $656 | $2,017-67.5% | $2,743-76.1% | $2,565-74.4% |
| Participant deferral / active EE | $2,060 | $2,895-28.8% | $3,820-46.1% | $3,952-47.9% |
| Admin fee / account holder | $10 | $3,340-99.7% | $3,620-99.7% | $6,261-99.8% |