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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 | $5,808 | $55,713-89.6% | $75,894-92.3% | $72,983-92.0% |
| Participation rate | 55.1% | 61.1%-6.0pp | 69.3%-14.2pp | 69.5%-14.4pp |
| Annual return | 693.86% | 27.60%+666.3pp | 30.76%+663.1pp | 81.01%+612.9pp |
| Employer contribution / active EE | $1,150 | $1,687-31.9% | $2,501-54.0% | $2,440-52.9% |
| Participant deferral / active EE | $1,716 | $2,634-34.9% | $3,603-52.4% | $3,608-52.4% |
| Admin fee / account holder | $0 | $3,980-100.0% | $5,420-100.0% | $5,124-100.0% |