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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 | $9,777 | $99,345-90.2% | $84,753-88.5% | $273,972-96.4% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 4.98% | 22.93%-18.0pp | 22.78%-17.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $733 | $4,214-82.6% | $3,574-79.5% | $4,869-84.9% |
| Participant deferral / active EE | $2,317 | $4,270-45.7% | $3,712-37.6% | $5,287-56.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |