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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 | $11,820 | $75,962-84.4% | $154,108-92.3% | $64,173-81.6% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | 4.81% | 30.32%-25.5pp | 735.21%-730.4pp | 7.63%-2.8pp |
| Employer contribution / active EE | $633 | $3,350-81.1% | $5,298-88.0% | $2,381-73.4% |
| Participant deferral / active EE | $3,098 | $3,175-2.4% | $5,081-39.0% | $3,470-10.7% |
| Admin fee / account holder | $75 | $5,589-98.7% | $13,411-99.4% | $4,887-98.5% |