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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 | $17,150 | $76,371-77.5% | $93,621-81.7% | $72,975-76.5% |
| Participation rate | 45.2% | 71.8%-26.6pp | 75.8%-30.7pp | 69.5%-24.3pp |
| Annual return | 34.14% | 25.82%+8.3pp | 32.76%+1.4pp | 81.01%-46.9pp |
| Employer contribution / active EE | $1,196 | $2,276-47.5% | $2,719-56.0% | $2,440-51.0% |
| Participant deferral / active EE | $2,907 | $3,538-17.8% | $4,070-28.6% | $3,608-19.4% |
| Admin fee / account holder | $183 | $6,839-97.3% | $7,890-97.7% | $5,124-96.4% |