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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 | $7,648 | $81,262-90.6% | $155,602-95.1% | $80,911-90.5% |
| Participation rate | 29.4% | 66.2%-36.8pp | 78.2%-48.8pp | 67.6%-38.2pp |
| Annual return | 21.71% | 33.34%-11.6pp | 64.81%-43.1pp | 35.63%-13.9pp |
| Employer contribution / active EE | $400 | $3,102-87.1% | $4,675-91.5% | $2,756-85.5% |
| Participant deferral / active EE | $1,780 | $3,451-48.4% | $5,629-68.4% | $4,297-58.6% |
| Admin fee / account holder | $0 | $7,992-100.0% | $15,923-100.0% | $6,935-100.0% |