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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 | $11,968 | $64,705-81.5% | $62,929-81.0% | $67,986-82.4% |
| Participation rate | 38.5% | 65.6%-27.1pp | 73.1%-34.6pp | 57.2%-18.7pp |
| Annual return | 13.02% | 20.31%-7.3pp | 1063.93%-1050.9pp | 31.67%-18.6pp |
| Employer contribution / active EE | $952 | $2,376-59.9% | $2,505-62.0% | $2,019-52.8% |
| Participant deferral / active EE | $1,121 | $3,198-65.0% | $3,888-71.2% | $3,358-66.6% |
| Admin fee / account holder | $27 | $1,428-98.1% | $5,065-99.5% | $3,203-99.2% |