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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 | $5,683 | $34,316-83.4% | $74,722-92.4% | $72,975-92.2% |
| Participation rate | 60.5% | 42.4%+18.1pp | 54.5%+6.1pp | 69.5%-9.0pp |
| Annual return | 66.52% | 26.58%+39.9pp | 753.11%-686.6pp | 81.01%-14.5pp |
| Employer contribution / active EE | $1,043 | $692+50.8% | $1,084-3.8% | $2,440-57.2% |
| Participant deferral / active EE | $1,210 | $1,272-4.9% | $1,963-38.4% | $3,608-66.5% |
| Admin fee / account holder | $196 | $2,125-90.8% | $3,335-94.1% | $5,124-96.2% |