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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 | $3,496 | $63,346-94.5% | $92,239-96.2% | $70,124-95.0% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 14.05% | 530.19%-516.1pp | 176.29%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,036 | $2,471-58.1% | $3,680-71.9% | $2,342-55.8% |
| Participant deferral / active EE | $1,337 | $2,854-53.1% | $3,897-65.7% | $3,332-59.9% |
| Admin fee / account holder | $285 | $3,841-92.6% | $5,194-94.5% | $4,645-93.9% |