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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 | $11,400 | $54,763-79.2% | $90,324-87.4% | $72,976-84.4% |
| Participation rate | 32.1% | 65.2%-33.0pp | 73.3%-41.1pp | 69.5%-37.3pp |
| Annual return | 42.15% | 30.63%+11.5pp | 78.15%-36.0pp | 81.02%-38.9pp |
| Employer contribution / active EE | $417 | $2,093-80.1% | $2,856-85.4% | $2,440-82.9% |
| Participant deferral / active EE | $1,842 | $2,887-36.2% | $3,885-52.6% | $3,608-48.9% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |