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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 | $6,481 | $49,249-86.8% | $70,476-90.8% | $79,852-91.9% |
| Participation rate | 46.2% | 69.2%-23.0pp | 75.1%-28.9pp | 69.6%-23.5pp |
| Annual return | 23.38% | 30.09%-6.7pp | 109.12%-85.7pp | 31.72%-8.3pp |
| Employer contribution / active EE | $893 | $2,100-57.5% | $2,738-67.4% | $2,471-63.9% |
| Participant deferral / active EE | $1,247 | $2,769-55.0% | $3,710-66.4% | $3,740-66.7% |
| Admin fee / account holder | $28 | $2,878-99.0% | $3,847-99.3% | $5,306-99.5% |