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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 | $11,570 | $181,896-93.6% | $156,551-92.6% | $273,972-95.8% |
| Participation rate | 31.6% | 88.4%-56.8pp | 84.0%-52.4pp | 83.0%-51.4pp |
| Annual return | 4.85% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,630 | $6,248-73.9% | $5,501-70.4% | $4,869-66.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $124 | $15,560-99.2% | $13,028-99.0% | $10,133-98.8% |