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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 | $9,852 | $103,949-90.5% | $69,182-85.8% | $273,972-96.4% |
| Participation rate | 47.4% | 67.4%-20.0pp | 55.1%-7.7pp | 83.0%-35.6pp |
| Annual return | 12.61% | 35.28%-22.7pp | -21.93%+34.5pp | 41.46%-28.8pp |
| Employer contribution / active EE | $1,190 | $1,783-33.2% | $1,206-1.3% | $4,869-75.5% |
| Participant deferral / active EE | $1,629 | $2,716-40.0% | $1,897-14.1% | $5,287-69.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |