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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 | $5,484 | $53,128-89.7% | $86,582-93.7% | $70,126-92.2% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 16.12% | 27.66%-11.5pp | 965.08%-949.0pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,127 | $2,068-45.5% | $2,839-60.3% | $2,343-51.9% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $160 | $3,584-95.5% | $4,904-96.7% | $4,645-96.6% |