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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 | $9,019 | $90,486-90.0% | $78,676-88.5% | $273,972-96.7% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 8.68% | 75.62%-66.9pp | 62.19%-53.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,316 | $3,175-58.6% | $2,850-53.8% | $4,869-73.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $141 | $5,263-97.3% | $4,510-96.9% | $10,133-98.6% |