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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 | $9,802 | $46,599-79.0% | $64,101-84.7% | $75,173-87.0% |
| Participation rate | 38.9% | 65.9%-27.0pp | 72.3%-33.4pp | 67.2%-28.3pp |
| Annual return | 36.88% | 26.06%+10.8pp | 33.72%+3.2pp | 160.72%-123.8pp |
| Employer contribution / active EE | $724 | $1,975-63.4% | $2,749-73.7% | $2,671-72.9% |
| Participant deferral / active EE | $1,492 | $2,837-47.4% | $3,881-61.5% | $4,126-63.8% |
| Admin fee / account holder | $169 | $2,956-94.3% | $3,070-94.5% | $5,651-97.0% |