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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 | $9,789 | $91,179-89.3% | $178,499-94.5% | $79,852-87.7% |
| Participation rate | 55.6% | 69.2%-13.7pp | 81.9%-26.4pp | 69.6%-14.1pp |
| Annual return | 20.27% | 24.19%-3.9pp | 151.10%-130.8pp | 31.72%-11.5pp |
| Employer contribution / active EE | $384 | $3,256-88.2% | $5,011-92.3% | $2,471-84.4% |
| Participant deferral / active EE | $888 | $3,236-72.6% | $5,202-82.9% | $3,740-76.3% |
| Admin fee / account holder | $74 | $6,749-98.9% | $13,986-99.5% | $5,306-98.6% |