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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 | $31,405 | $181,896-82.7% | $156,551-79.9% | $273,972-88.5% |
| Participation rate | 22.2% | 88.4%-66.2pp | 84.0%-61.8pp | 83.0%-60.8pp |
| Annual return | 3.04% | 30.74%-27.7pp | 32.23%-29.2pp | 41.46%-38.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,417 | $5,550-56.5% | $4,871-50.4% | $5,287-54.3% |
| Admin fee / account holder | $275 | $15,560-98.2% | $13,028-97.9% | $10,133-97.3% |