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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 | $17,267 | $79,894-78.4% | $135,792-87.3% | $82,637-79.1% |
| Participation rate | 28.6% | 63.0%-34.4pp | 72.6%-44.0pp | 68.1%-39.5pp |
| Annual return | 23.92% | 17.20%+6.7pp | 25.96%-2.0pp | 53.51%-29.6pp |
| Employer contribution / active EE | $1,080 | $2,165-50.1% | $3,496-69.1% | $2,552-57.7% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $4,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20 | $6,434-99.7% | $12,266-99.8% | $7,339-99.7% |