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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 | $14,813 | $71,197-79.2% | $93,669-84.2% | $80,925-81.7% |
| Participation rate | 22.9% | 60.4%-37.5pp | 68.7%-45.9pp | 67.7%-44.8pp |
| Annual return | 21.21% | 11.27%+9.9pp | 133.59%-112.4pp | 35.65%-14.4pp |
| Employer contribution / active EE | $728 | $1,565-53.4% | $2,424-69.9% | $2,756-73.6% |
| Participant deferral / active EE | $1,658 | $4,036-58.9% | $4,416-62.5% | $4,299-61.4% |
| Admin fee / account holder | $142 | $6,959-98.0% | $8,291-98.3% | $6,940-98.0% |