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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 | $8,335 | $46,599-82.1% | $64,101-87.0% | $75,173-88.9% |
| Participation rate | 59.5% | 65.9%-6.4pp | 72.3%-12.8pp | 67.2%-7.7pp |
| Annual return | 76.44% | 26.06%+50.4pp | 33.72%+42.7pp | 160.72%-84.3pp |
| Employer contribution / active EE | $715 | $1,975-63.8% | $2,749-74.0% | $2,671-73.2% |
| Participant deferral / active EE | $1,401 | $2,837-50.6% | $3,881-63.9% | $4,126-66.1% |
| Admin fee / account holder | $210 | $2,956-92.9% | $3,070-93.2% | $5,651-96.3% |