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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 | $5,035 | $35,183-85.7% | $73,550-93.2% | $70,126-92.8% |
| Participation rate | 55.9% | 42.9%+13.0pp | 54.9%+1.0pp | 69.5%-13.7pp |
| Annual return | 22.36% | 26.90%-4.5pp | -15.16%+37.5pp | 73.15%-50.8pp |
| Employer contribution / active EE | $207 | $709-70.7% | $1,219-83.0% | $2,343-91.1% |
| Participant deferral / active EE | $1,570 | $1,220+28.7% | $1,804-13.0% | $3,332-52.9% |
| Admin fee / account holder | $106 | $2,302-95.4% | $2,320-95.4% | $4,645-97.7% |