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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 | $7,772 | $110,337-93.0% | $102,383-92.4% | $145,877-94.7% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 22.25% | 24.83%-2.6pp | 24.94%-2.7pp | 551.28%-529.0pp |
| Employer contribution / active EE | $1,019 | $4,216-75.8% | $3,870-73.7% | $4,663-78.1% |
| Participant deferral / active EE | $1,849 | $5,621-67.1% | $5,060-63.5% | $6,691-72.4% |
| Admin fee / account holder | $41 | $9,750-99.6% | $8,391-99.5% | $13,402-99.7% |