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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 | $14,273 | $56,894-74.9% | $84,753-83.2% | $62,881-77.3% |
| Participation rate | 69.2% | 68.5%+0.7pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 11.14% | 6.30%+4.8pp | 22.78%-11.6pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,334 | $2,400-44.4% | $3,574-62.7% | $2,281-41.5% |
| Participant deferral / active EE | $2,943 | $2,709+8.6% | $3,712-20.7% | $3,203-8.1% |
| Admin fee / account holder | $157 | $3,581-95.6% | $5,333-97.0% | $4,296-96.3% |