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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 | $10,571 | $99,345-89.4% | $84,753-87.5% | $273,972-96.1% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 4.99% | 22.93%-17.9pp | 22.78%-17.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $4,723 | $4,214+12.1% | $3,574+32.1% | $4,869-3.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $99 | $6,645-98.5% | $5,333-98.1% | $10,133-99.0% |