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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 | $5,423 | $52,353-89.6% | $120,225-95.5% | $82,448-93.4% |
| Participation rate | 44.0% | 58.3%-14.3pp | 69.6%-25.6pp | 68.1%-24.1pp |
| Annual return | 16.02% | 61.85%-45.8pp | 439.23%-423.2pp | 41.64%-25.6pp |
| Employer contribution / active EE | $477 | $1,510-68.4% | $3,475-86.3% | $2,551-81.3% |
| Participant deferral / active EE | $1,433 | $2,627-45.4% | $3,999-64.2% | $4,139-65.4% |
| Admin fee / account holder | $169 | $4,363-96.1% | $5,696-97.0% | $7,234-97.7% |