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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 | $11,395 | $62,672-81.8% | $185,117-93.8% | $70,126-83.8% |
| Participation rate | 37.1% | 63.8%-26.6pp | 77.3%-40.1pp | 69.5%-32.4pp |
| Annual return | 19.95% | 40.79%-20.8pp | 40.50%-20.5pp | 73.15%-53.2pp |
| Employer contribution / active EE | $609 | $1,753-65.3% | $4,182-85.4% | $2,343-74.0% |
| Participant deferral / active EE | $1,109 | $3,272-66.1% | $5,045-78.0% | $3,332-66.7% |
| Admin fee / account holder | $220 | $3,932-94.4% | $8,159-97.3% | $4,645-95.3% |