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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 | $13,620 | $48,364-71.8% | $71,796-81.0% | $62,881-78.3% |
| Participation rate | 65.6% | 60.6%+5.0pp | 69.1%-3.5pp | 69.3%-3.7pp |
| Annual return | 11.05% | 13.16%-2.1pp | 78.04%-67.0pp | 20.14%-9.1pp |
| Employer contribution / active EE | $366 | $1,042-64.8% | $1,924-81.0% | $2,281-83.9% |
| Participant deferral / active EE | $1,513 | $2,091-27.6% | $2,794-45.9% | $3,203-52.8% |
| Admin fee / account holder | $151 | $3,771-96.0% | $4,815-96.9% | $4,296-96.5% |