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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 | $6,556 | $78,690-91.7% | $161,489-95.9% | $87,485-92.5% |
| Participation rate | 38.7% | 67.5%-28.8pp | 78.7%-40.0pp | 68.9%-30.2pp |
| Annual return | 33.58% | 32.74%+0.8pp | 89.72%-56.1pp | 26.06%+7.5pp |
| Employer contribution / active EE | $427 | $2,588-83.5% | $4,268-90.0% | $2,596-83.5% |
| Participant deferral / active EE | $975 | $3,311-70.6% | $5,630-82.7% | $4,274-77.2% |
| Admin fee / account holder | $48 | $6,724-99.3% | $16,006-99.7% | $7,775-99.4% |