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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 | $8,232 | $50,554-83.7% | $67,681-87.8% | $87,485-90.6% |
| Participation rate | 61.0% | 67.7%-6.7pp | 73.7%-12.7pp | 68.9%-7.9pp |
| Annual return | 16.42% | 17.81%-1.4pp | 590.58%-574.2pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,198 | $1,988-39.7% | $2,678-55.3% | $2,596-53.8% |
| Participant deferral / active EE | $1,527 | $2,961-48.4% | $3,976-61.6% | $4,274-64.3% |
| Admin fee / account holder | $265 | $4,132-93.6% | $6,100-95.7% | $7,775-96.6% |