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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 | $10,591 | $54,757-80.7% | $90,300-88.3% | $72,983-85.5% |
| Participation rate | 52.9% | 65.1%-12.2pp | 73.3%-20.3pp | 69.5%-16.5pp |
| Annual return | 34.61% | 30.63%+4.0pp | 78.11%-43.5pp | 81.01%-46.4pp |
| Employer contribution / active EE | $1,002 | $2,092-52.1% | $2,854-64.9% | $2,440-58.9% |
| Participant deferral / active EE | $2,522 | $2,887-12.6% | $3,884-35.1% | $3,608-30.1% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,353-100.0% | $5,124-100.0% |