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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 | $7,855 | $57,352-86.3% | $83,831-90.6% | $64,173-87.8% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | 9.16% | 11.38%-2.2pp | 850.99%-841.8pp | 7.63%+1.5pp |
| Employer contribution / active EE | $880 | $2,546-65.4% | $3,631-75.8% | $2,381-63.0% |
| Participant deferral / active EE | $1,310 | $2,993-56.2% | $4,082-67.9% | $3,470-62.3% |
| Admin fee / account holder | $86 | $4,046-97.9% | $5,479-98.4% | $4,887-98.2% |