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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 | $65,084-81.6% | $67,681-82.3% | $64,340-81.4% |
| Participation rate | 38.5% | 66.7%-28.2pp | 73.7%-35.2pp | 55.2%-16.7pp |
| Annual return | 13.02% | 20.50%-7.5pp | 590.58%-577.6pp | 24.14%-11.1pp |
| Employer contribution / active EE | $952 | $2,398-60.3% | $2,678-64.4% | $1,862-48.9% |
| Participant deferral / active EE | $1,121 | $3,210-65.1% | $3,976-71.8% | $2,980-62.4% |
| Admin fee / account holder | $27 | $1,415-98.1% | $6,100-99.6% | $3,703-99.3% |