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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 | $7,147 | $106,280-93.3% | $96,538-92.6% | $139,487-94.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.12% | 38.48%-21.4pp | 35.74%-18.6pp | 373.84%-356.7pp |
| Employer contribution / active EE | $1,548 | $4,107-62.3% | $3,740-58.6% | $4,755-67.4% |
| Participant deferral / active EE | $2,995 | $5,457-45.1% | $4,880-38.6% | $6,713-55.4% |
| Admin fee / account holder | $271 | $7,888-96.6% | $6,737-96.0% | $11,407-97.6% |