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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 | $8,656 | $57,352-84.9% | $83,830-89.7% | $64,173-86.5% |
| Participation rate | 65.0% | 68.6%-3.6pp | 76.1%-11.1pp | 69.6%-4.6pp |
| Annual return | 28.20% | 11.38%+16.8pp | 850.97%-822.8pp | 7.63%+20.6pp |
| Employer contribution / active EE | $758 | $2,546-70.2% | $3,631-79.1% | $2,381-68.2% |
| Participant deferral / active EE | $1,343 | $2,993-55.1% | $4,082-67.1% | $3,470-61.3% |
| Admin fee / account holder | $1 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |