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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 | $8,326 | $91,198-90.9% | $178,503-95.3% | $79,856-89.6% |
| Participation rate | 48.0% | 69.2%-21.2pp | 81.9%-33.9pp | 69.6%-21.6pp |
| Annual return | 38.75% | 24.20%+14.6pp | 151.12%-112.4pp | 31.71%+7.0pp |
| Employer contribution / active EE | $642 | $3,257-80.3% | $5,011-87.2% | $2,471-74.0% |
| Participant deferral / active EE | $1,497 | $3,237-53.8% | $5,202-71.2% | $3,741-60.0% |
| Admin fee / account holder | $115 | $6,748-98.3% | $13,987-99.2% | $5,306-97.8% |