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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 | $13,233 | $93,064-85.8% | $74,577-82.3% | $273,972-95.2% |
| Participation rate | 28.6% | 74.9%-46.4pp | 68.1%-39.5pp | 83.0%-54.4pp |
| Annual return | 4.91% | 26.18%-21.3pp | 20.47%-15.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $586 | $3,160-81.4% | $2,525-76.8% | $4,869-88.0% |
| Participant deferral / active EE | $1,629 | $4,160-60.9% | $3,458-52.9% | $5,287-69.2% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |