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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 | $5,099 | $48,327-89.4% | $67,575-92.5% | $80,935-93.7% |
| Participation rate | 53.6% | 66.4%-12.8pp | 72.9%-19.3pp | 67.7%-14.0pp |
| Annual return | 24.69% | 18.31%+6.4pp | 3528.98%-3504.3pp | 35.66%-11.0pp |
| Employer contribution / active EE | $808 | $2,022-60.0% | $2,736-70.5% | $2,757-70.7% |
| Participant deferral / active EE | $1,177 | $2,927-59.8% | $4,003-70.6% | $4,299-72.6% |
| Admin fee / account holder | $268 | $3,692-92.7% | $3,993-93.3% | $6,924-96.1% |