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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 | $19,267 | $64,324-70.0% | $118,914-83.8% | $79,856-75.9% |
| Participation rate | 47.3% | 64.9%-17.6pp | 75.4%-28.1pp | 69.6%-22.4pp |
| Annual return | 21.30% | 86.45%-65.2pp | 35.89%-14.6pp | 31.71%-10.4pp |
| Employer contribution / active EE | $503 | $1,836-72.6% | $3,264-84.6% | $2,471-79.7% |
| Participant deferral / active EE | $1,739 | $2,824-38.4% | $4,266-59.2% | $3,741-53.5% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,582-100.0% | $5,306-100.0% |