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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 | $8,267 | $99,345-91.7% | $84,753-90.2% | $273,972-97.0% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.58% | 22.93%-15.3pp | 22.78%-15.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $854 | $4,214-79.7% | $3,574-76.1% | $4,869-82.5% |
| Participant deferral / active EE | $1,427 | $4,270-66.6% | $3,712-61.6% | $5,287-73.0% |
| Admin fee / account holder | $75 | $6,645-98.9% | $5,333-98.6% | $10,133-99.3% |