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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 | $6,033 | $69,541-91.3% | $59,899-89.9% | $135,380-95.5% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.7%-34.7pp | 82.6%-42.6pp |
| Annual return | 24.28% | 7.95%+16.3pp | 3.46%+20.8pp | 519.81%-495.5pp |
| Employer contribution / active EE | $593 | $3,236-81.7% | $2,723-78.2% | $4,779-87.6% |
| Participant deferral / active EE | $982 | $4,206-76.7% | $3,402-71.1% | $5,609-82.5% |
| Admin fee / account holder | $137 | $5,737-97.6% | $3,592-96.2% | $10,828-98.7% |