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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 | $12,629 | $73,978-82.9% | $96,515-86.9% | $75,173-83.2% |
| Participation rate | 37.8% | 66.4%-28.7pp | 74.3%-36.6pp | 67.2%-29.4pp |
| Annual return | 26.40% | 26.72%-0.3pp | 35.73%-9.3pp | 160.72%-134.3pp |
| Employer contribution / active EE | $890 | $2,931-69.6% | $3,740-76.2% | $2,671-66.7% |
| Participant deferral / active EE | $1,919 | $3,660-47.6% | $4,880-60.7% | $4,126-53.5% |
| Admin fee / account holder | $290 | $5,219-94.4% | $6,735-95.7% | $5,651-94.9% |