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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 | $11,292 | $99,345-88.6% | $84,753-86.7% | $273,972-95.9% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 13.41% | 22.93%-9.5pp | 22.78%-9.4pp | 41.46%-28.0pp |
| Employer contribution / active EE | $1,183 | $4,214-71.9% | $3,574-66.9% | $4,869-75.7% |
| Participant deferral / active EE | $4,073 | $4,270-4.6% | $3,712+9.7% | $5,287-23.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |