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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 | $4,939 | $100,203-95.1% | $85,240-94.2% | $145,897-96.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 28.18% | 84.28%-56.1pp | 66.75%-38.6pp | 552.29%-524.1pp |
| Employer contribution / active EE | $1,230 | $3,242-62.1% | $2,735-55.0% | $4,663-73.6% |
| Participant deferral / active EE | $1,637 | $5,299-69.1% | $4,527-63.8% | $6,689-75.5% |
| Admin fee / account holder | $242 | $7,265-96.7% | $6,165-96.1% | $13,390-98.2% |