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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 | $10,858 | $84,236-87.1% | $170,435-93.6% | $70,126-84.5% |
| Participation rate | 61.5% | 70.8%-9.3pp | 83.6%-22.1pp | 69.5%-8.0pp |
| Annual return | 22.15% | 23.06%-0.9pp | 205.94%-183.8pp | 73.15%-51.0pp |
| Employer contribution / active EE | $1,135 | $3,387-66.5% | $5,432-79.1% | $2,343-51.5% |
| Participant deferral / active EE | $1,896 | $3,086-38.6% | $4,939-61.6% | $3,332-43.1% |
| Admin fee / account holder | $89 | $5,698-98.4% | $13,881-99.4% | $4,645-98.1% |