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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 | $3,770 | $77,638-95.1% | $156,551-97.6% | $62,881-94.0% |
| Participation rate | 50.6% | 71.2%-20.6pp | 84.0%-33.4pp | 69.3%-18.7pp |
| Annual return | 16.67% | 50.33%-33.7pp | 32.23%-15.6pp | 20.14%-3.5pp |
| Employer contribution / active EE | $403 | $3,444-88.3% | $5,501-92.7% | $2,281-82.3% |
| Participant deferral / active EE | $874 | $3,046-71.3% | $4,871-82.0% | $3,203-72.7% |
| Admin fee / account holder | $166 | $5,561-97.0% | $13,028-98.7% | $4,296-96.1% |