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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 | $8,536 | $77,908-89.0% | $149,696-94.3% | $75,173-88.6% |
| Participation rate | 36.1% | 65.6%-29.5pp | 78.8%-42.7pp | 67.2%-31.1pp |
| Annual return | 32.25% | 31.73%+0.5pp | 134.46%-102.2pp | 160.72%-128.5pp |
| Employer contribution / active EE | $950 | $3,138-69.7% | $4,821-80.3% | $2,671-64.4% |
| Participant deferral / active EE | $1,359 | $3,411-60.2% | $5,682-76.1% | $4,126-67.1% |
| Admin fee / account holder | $102 | $5,950-98.3% | $13,212-99.2% | $5,651-98.2% |