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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 | $12,857 | $56,894-77.4% | $84,753-84.8% | $62,881-79.6% |
| Participation rate | 58.3% | 68.5%-10.2pp | 76.6%-18.3pp | 69.3%-11.0pp |
| Annual return | 13.65% | 6.30%+7.3pp | 22.78%-9.1pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,041 | $2,400-56.6% | $3,574-70.9% | $2,281-54.4% |
| Participant deferral / active EE | $2,979 | $2,709+10.0% | $3,712-19.7% | $3,203-7.0% |
| Admin fee / account holder | $95 | $3,581-97.3% | $5,333-98.2% | $4,296-97.8% |