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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 | $15,667 | $48,364-67.6% | $71,796-78.2% | $62,881-75.1% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 7.45% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $807 | $1,042-22.6% | $1,924-58.1% | $2,281-64.6% |
| Participant deferral / active EE | $3,036 | $2,091+45.2% | $2,794+8.7% | $3,203-5.2% |
| Admin fee / account holder | $16 | $3,771-99.6% | $4,815-99.7% | $4,296-99.6% |