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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 | $6,496 | $49,239-86.8% | $70,462-90.8% | $79,858-91.9% |
| Participation rate | 68.8% | 69.2%-0.4pp | 75.1%-6.3pp | 69.6%-0.9pp |
| Annual return | 27.20% | 30.08%-2.9pp | 109.08%-81.9pp | 31.72%-4.5pp |
| Employer contribution / active EE | $1,153 | $2,100-45.1% | $2,737-57.9% | $2,471-53.3% |
| Participant deferral / active EE | $1,785 | $2,769-35.5% | $3,710-51.9% | $3,740-52.3% |
| Admin fee / account holder | $206 | $2,876-92.8% | $3,845-94.6% | $5,306-96.1% |