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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 | $5,912 | $56,110-89.5% | $94,993-93.8% | $70,126-91.6% |
| Participation rate | 55.3% | 65.0%-9.7pp | 73.9%-18.6pp | 69.5%-14.2pp |
| Annual return | 64.28% | 51.02%+13.3pp | 27.14%+37.1pp | 73.15%-8.9pp |
| Employer contribution / active EE | $378 | $1,442-73.8% | $2,603-85.5% | $2,343-83.9% |
| Participant deferral / active EE | $2,675 | $2,391+11.9% | $3,317-19.4% | $3,332-19.7% |
| Admin fee / account holder | $56 | $3,456-98.4% | $4,960-98.9% | $4,645-98.8% |