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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 | $13,202 | $53,128-75.2% | $86,582-84.8% | $70,126-81.2% |
| Participation rate | 29.6% | 65.3%-35.7pp | 73.5%-43.9pp | 69.5%-39.9pp |
| Annual return | 20.43% | 27.66%-7.2pp | 965.08%-944.7pp | 73.15%-52.7pp |
| Employer contribution / active EE | $347 | $2,068-83.2% | $2,839-87.8% | $2,343-85.2% |
| Participant deferral / active EE | $933 | $2,695-65.4% | $3,609-74.2% | $3,332-72.0% |
| Admin fee / account holder | $139 | $3,584-96.1% | $4,904-97.2% | $4,645-97.0% |