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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 | $9,388 | $90,486-89.6% | $78,676-88.1% | $273,972-96.6% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 9.25% | 75.62%-66.4pp | 62.19%-52.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $312 | $3,175-90.2% | $2,850-89.1% | $4,869-93.6% |
| Participant deferral / active EE | $992 | $3,901-74.6% | $3,517-71.8% | $5,287-81.2% |
| Admin fee / account holder | $62 | $5,263-98.8% | $4,510-98.6% | $10,133-99.4% |