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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 | $7,099 | $57,541-87.7% | $95,740-92.6% | $75,173-90.6% |
| Participation rate | 56.0% | 62.5%-6.5pp | 72.3%-16.3pp | 67.2%-11.2pp |
| Annual return | 87.15% | 34.93%+52.2pp | 28.41%+58.7pp | 160.72%-73.6pp |
| Employer contribution / active EE | $648 | $1,808-64.2% | $2,836-77.2% | $2,671-75.7% |
| Participant deferral / active EE | $2,615 | $3,074-14.9% | $4,244-38.4% | $4,126-36.6% |
| Admin fee / account holder | $29 | $4,099-99.3% | $5,676-99.5% | $5,651-99.5% |