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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 | $16,818 | $56,894-70.4% | $84,753-80.2% | $62,881-73.3% |
| Participation rate | 53.8% | 68.5%-14.7pp | 76.6%-22.7pp | 69.3%-15.5pp |
| Annual return | 5.02% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,370 | $2,400-42.9% | $3,574-61.7% | $2,281-40.0% |
| Participant deferral / active EE | $2,263 | $2,709-16.5% | $3,712-39.0% | $3,203-29.3% |
| Admin fee / account holder | $123 | $3,581-96.6% | $5,333-97.7% | $4,296-97.1% |