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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 | $12,482 | $38,969-68.0% | $109,313-88.6% | $55,167-77.4% |
| Participation rate | 43.6% | 58.2%-14.6pp | 71.3%-27.6pp | 69.0%-25.4pp |
| Annual return | 8.16% | 8.26%-0.1pp | 22.07%-13.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $955 | $1,227-22.1% | $3,892-75.5% | $1,963-51.3% |
| Participant deferral / active EE | $1,754 | $2,176-19.4% | $3,166-44.6% | $3,054-42.6% |
| Admin fee / account holder | $246 | $501-50.9% | $5,666-95.7% | $504-51.2% |