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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 | $16,629 | $46,877-64.5% | $122,354-86.4% | $70,126-76.3% |
| Participation rate | 69.6% | 58.2%+11.4pp | 71.6%-2.0pp | 69.5%+0.1pp |
| Annual return | 21.99% | 24.22%-2.2pp | 30.28%-8.3pp | 73.15%-51.2pp |
| Employer contribution / active EE | $322 | $1,288-75.0% | $4,051-92.1% | $2,343-86.3% |
| Participant deferral / active EE | $3,185 | $2,167+46.9% | $3,287-3.1% | $3,332-4.4% |
| Admin fee / account holder | $262 | $3,324-92.1% | $5,479-95.2% | $4,645-94.4% |