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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 | $10,953 | $86,949-87.4% | $102,460-89.3% | $80,959-86.5% |
| Participation rate | 67.4% | 72.4%-4.9pp | 76.5%-9.1pp | 67.7%-0.2pp |
| Annual return | 12.45% | 18.89%-6.4pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,450 | $2,370-38.8% | $3,025-52.1% | $2,757-47.4% |
| Participant deferral / active EE | $2,050 | $4,121-50.2% | $5,056-59.4% | $4,300-52.3% |
| Admin fee / account holder | $166 | $8,048-97.9% | $9,460-98.2% | $6,925-97.6% |