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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 | $11,654 | $99,345-88.3% | $84,753-86.2% | $273,972-95.7% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 5.93% | 22.93%-17.0pp | 22.78%-16.9pp | 41.46%-35.5pp |
| Employer contribution / active EE | $805 | $4,214-80.9% | $3,574-77.5% | $4,869-83.5% |
| Participant deferral / active EE | $5,377 | $4,270+25.9% | $3,712+44.9% | $5,287+1.7% |
| Admin fee / account holder | $31 | $6,645-99.5% | $5,333-99.4% | $10,133-99.7% |