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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 | $7,250 | $106,864-93.2% | $147,318-95.1% | $82,637-91.2% |
| Participation rate | 62.2% | 75.5%-13.3pp | 82.1%-19.8pp | 68.1%-5.8pp |
| Annual return | 45.71% | 27.49%+18.2pp | 70.43%-24.7pp | 53.51%-7.8pp |
| Employer contribution / active EE | $894 | $3,417-73.8% | $4,593-80.5% | $2,552-65.0% |
| Participant deferral / active EE | $2,809 | $6,496-56.8% | $7,906-64.5% | $4,126-31.9% |
| Admin fee / account holder | $67 | $8,415-99.2% | $13,708-99.5% | $7,339-99.1% |