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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 | $18,635 | $113,338-83.6% | $94,993-80.4% | $147,586-87.4% |
| Participation rate | 20.0% | 78.0%-58.0pp | 73.9%-53.9pp | 82.8%-62.8pp |
| Annual return | 21.40% | 20.80%+0.6pp | 27.14%-5.7pp | 578.59%-557.2pp |
| Employer contribution / active EE | $368 | $3,160-88.4% | $2,603-85.9% | $4,876-92.5% |
| Participant deferral / active EE | $460 | $3,777-87.8% | $3,317-86.1% | $5,439-91.5% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |