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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 | $5,754 | $90,486-93.6% | $78,676-92.7% | $273,972-97.9% |
| Participation rate | 35.7% | 76.5%-40.8pp | 73.6%-37.9pp | 83.0%-47.3pp |
| Annual return | 21.86% | 75.62%-53.8pp | 62.19%-40.3pp | 41.46%-19.6pp |
| Employer contribution / active EE | $644 | $3,175-79.7% | $2,850-77.4% | $4,869-86.8% |
| Participant deferral / active EE | $1,011 | $3,901-74.1% | $3,517-71.2% | $5,287-80.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |