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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 | $9,189 | $81,331-88.7% | $155,534-94.1% | $80,935-88.6% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 13.57% | 33.37%-19.8pp | 64.92%-51.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $827 | $3,105-73.4% | $4,675-82.3% | $2,757-70.0% |
| Participant deferral / active EE | $1,327 | $3,454-61.6% | $5,630-76.4% | $4,299-69.1% |
| Admin fee / account holder | $119 | $7,999-98.5% | $15,900-99.3% | $6,924-98.3% |