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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 | $4,833 | $81,358-94.1% | $155,556-96.9% | $80,959-94.0% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 14.98% | 33.39%-18.4pp | 64.84%-49.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $929 | $3,106-70.1% | $4,675-80.1% | $2,757-66.3% |
| Participant deferral / active EE | $1,352 | $3,455-60.9% | $5,631-76.0% | $4,300-68.6% |
| Admin fee / account holder | $115 | $7,994-98.6% | $15,885-99.3% | $6,925-98.3% |