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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 | $8,702 | $65,395-86.7% | $182,540-95.2% | $72,975-88.1% |
| Participation rate | 37.2% | 65.4%-28.2pp | 78.0%-40.8pp | 69.5%-32.3pp |
| Annual return | 31.53% | 27.68%+3.8pp | 148.58%-117.1pp | 81.01%-49.5pp |
| Employer contribution / active EE | $551 | $1,911-71.2% | $4,076-86.5% | $2,440-77.4% |
| Participant deferral / active EE | $1,191 | $3,563-66.6% | $5,525-78.4% | $3,608-67.0% |
| Admin fee / account holder | $24 | $4,245-99.4% | $8,593-99.7% | $5,124-99.5% |