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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 | $7,558 | $68,681-89.0% | $86,615-91.3% | $85,847-91.2% |
| Participation rate | 40.0% | 66.4%-26.4pp | 71.6%-31.6pp | 69.3%-29.3pp |
| Annual return | 21.40% | 20.12%+1.3pp | 63.51%-42.1pp | 318.61%-297.2pp |
| Employer contribution / active EE | $696 | $1,880-63.0% | $2,496-72.1% | $2,565-72.9% |
| Participant deferral / active EE | $1,163 | $2,919-60.1% | $3,699-68.6% | $3,952-70.6% |
| Admin fee / account holder | $122 | $5,974-98.0% | $5,830-97.9% | $6,261-98.1% |