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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 | $8,017 | $84,236-90.5% | $170,435-95.3% | $70,126-88.6% |
| Participation rate | 47.5% | 70.8%-23.3pp | 83.6%-36.1pp | 69.5%-22.0pp |
| Annual return | 14.22% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,862 | $3,387-45.0% | $5,432-65.7% | $2,343-20.5% |
| Participant deferral / active EE | $1,033 | $3,086-66.5% | $4,939-79.1% | $3,332-69.0% |
| Admin fee / account holder | $167 | $5,698-97.1% | $13,881-98.8% | $4,645-96.4% |