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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 | $9,833 | $100,901-90.3% | $75,501-87.0% | $147,586-93.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 72.4%-22.4pp | 82.8%-32.8pp |
| Annual return | 20.38% | 35.78%-15.4pp | 27.35%-7.0pp | 578.59%-558.2pp |
| Employer contribution / active EE | $532 | $3,253-83.7% | $2,352-77.4% | $4,876-89.1% |
| Participant deferral / active EE | $1,471 | $4,027-63.5% | $3,142-53.2% | $5,439-73.0% |
| Admin fee / account holder | $130 | $11,285-98.9% | $5,801-97.8% | $10,886-98.8% |