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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 | $9,107 | $70,684-87.1% | $169,390-94.6% | $75,173-87.9% |
| Participation rate | 55.1% | 64.8%-9.7pp | 77.2%-22.1pp | 67.2%-12.1pp |
| Annual return | 25.97% | 36.38%-10.4pp | 406.07%-380.1pp | 160.72%-134.7pp |
| Employer contribution / active EE | $665 | $2,211-69.9% | $4,013-83.4% | $2,671-75.1% |
| Participant deferral / active EE | $1,763 | $4,310-59.1% | $6,222-71.7% | $4,126-57.3% |
| Admin fee / account holder | $75 | $5,404-98.6% | $9,015-99.2% | $5,651-98.7% |