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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 | $10,869 | $51,083-78.7% | $70,548-84.6% | $71,495-84.8% |
| Participation rate | 33.0% | 59.4%-26.4pp | 68.3%-35.3pp | 67.9%-34.9pp |
| Annual return | 22.33% | 42.64%-20.3pp | 32.78%-10.5pp | 28.85%-6.5pp |
| Employer contribution / active EE | $812 | $1,791-54.7% | $2,975-72.7% | $2,589-68.6% |
| Participant deferral / active EE | $1,084 | $3,028-64.2% | $4,567-76.3% | $4,291-74.7% |
| Admin fee / account holder | $0 | $1,995-100.0% | $6,424-100.0% | $1,588-100.0% |