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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 | $5,576 | $93,064-94.0% | $74,577-92.5% | $273,972-98.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 10.46% | 26.18%-15.7pp | 20.47%-10.0pp | 41.46%-31.0pp |
| Employer contribution / active EE | $750 | $3,160-76.3% | $2,525-70.3% | $4,869-84.6% |
| Participant deferral / active EE | $750 | $4,160-82.0% | $3,458-78.3% | $5,287-85.8% |
| Admin fee / account holder | $15 | $5,273-99.7% | $4,138-99.6% | $10,133-99.9% |