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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 | $5,356 | $99,345-94.6% | $84,753-93.7% | $273,972-98.0% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 17.05% | 22.93%-5.9pp | 22.78%-5.7pp | 41.46%-24.4pp |
| Employer contribution / active EE | $952 | $4,214-77.4% | $3,574-73.4% | $4,869-80.4% |
| Participant deferral / active EE | $1,378 | $4,270-67.7% | $3,712-62.9% | $5,287-73.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |