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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 | $16,760 | $99,875-83.2% | $146,866-88.6% | $86,983-80.7% |
| Participation rate | 44.8% | 75.8%-31.0pp | 82.5%-37.7pp | 69.5%-24.7pp |
| Annual return | 39.50% | 28.10%+11.4pp | 102.85%-63.4pp | 25.83%+13.7pp |
| Employer contribution / active EE | $504 | $3,224-84.4% | $4,425-88.6% | $2,584-80.5% |
| Participant deferral / active EE | $2,998 | $6,322-52.6% | $7,759-61.4% | $4,194-28.5% |
| Admin fee / account holder | $200 | $7,838-97.4% | $13,620-98.5% | $7,856-97.5% |