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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 | $10,143 | $46,877-78.4% | $122,354-91.7% | $70,126-85.5% |
| Participation rate | 34.7% | 58.2%-23.5pp | 71.6%-36.9pp | 69.5%-34.8pp |
| Annual return | 18.97% | 24.22%-5.3pp | 30.28%-11.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $395 | $1,288-69.3% | $4,051-90.3% | $2,343-83.1% |
| Participant deferral / active EE | $1,109 | $2,167-48.8% | $3,287-66.3% | $3,332-66.7% |
| Admin fee / account holder | $227 | $3,324-93.2% | $5,479-95.9% | $4,645-95.1% |