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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 | $7,624 | $91,167-91.6% | $178,498-95.7% | $79,858-90.5% |
| Participation rate | 67.4% | 69.2%-1.8pp | 81.9%-14.5pp | 69.6%-2.2pp |
| Annual return | 31.15% | 24.19%+7.0pp | 151.09%-119.9pp | 31.72%-0.6pp |
| Employer contribution / active EE | $810 | $3,255-75.1% | $5,011-83.8% | $2,471-67.2% |
| Participant deferral / active EE | $1,689 | $3,236-47.8% | $5,202-67.5% | $3,740-54.8% |
| Admin fee / account holder | $0 | $6,747-100.0% | $13,985-100.0% | $5,306-100.0% |