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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 | $9,443 | $114,199-91.7% | $119,237-92.1% | $167,553-94.4% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.7%-32.7pp | 82.1%-32.1pp |
| Annual return | 19.96% | 29.88%-9.9pp | 30.70%-10.7pp | 478.89%-458.9pp |
| Employer contribution / active EE | $1,578 | $4,480-64.8% | $4,383-64.0% | $4,840-67.4% |
| Participant deferral / active EE | $4,786 | $6,086-21.4% | $6,112-21.7% | $6,343-24.5% |
| Admin fee / account holder | $35 | $8,939-99.6% | $7,229-99.5% | $12,316-99.7% |