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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 | $7,475 | $56,544-86.8% | $75,501-90.1% | $70,124-89.3% |
| Participation rate | 41.9% | 68.1%-26.2pp | 72.4%-30.4pp | 69.5%-27.6pp |
| Annual return | 103.42% | 23.59%+79.8pp | 27.35%+76.1pp | 73.14%+30.3pp |
| Employer contribution / active EE | $546 | $1,817-70.0% | $2,352-76.8% | $2,342-76.7% |
| Participant deferral / active EE | $1,299 | $2,580-49.6% | $3,142-58.7% | $3,332-61.0% |
| Admin fee / account holder | $0 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |