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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 | $6,095 | $153,311-96.0% | $109,313-94.4% | $273,972-97.8% |
| Participation rate | 41.7% | 80.1%-38.4pp | 71.3%-29.6pp | 83.0%-41.3pp |
| Annual return | 8.01% | 29.86%-21.9pp | 22.07%-14.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $581 | $5,619-89.7% | $3,892-85.1% | $4,869-88.1% |
| Participant deferral / active EE | $1,210 | $3,932-69.2% | $3,166-61.8% | $5,287-77.1% |
| Admin fee / account holder | $86 | $8,076-98.9% | $5,666-98.5% | $10,133-99.2% |