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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 | $9,508 | $64,920-85.4% | $103,693-90.8% | $86,983-89.1% |
| Participation rate | 23.1% | 63.6%-40.5pp | 72.6%-49.6pp | 69.5%-46.5pp |
| Annual return | 18.40% | 30.29%-11.9pp | 47.61%-29.2pp | 25.83%-7.4pp |
| Employer contribution / active EE | $402 | $2,141-81.2% | $2,920-86.2% | $2,584-84.5% |
| Participant deferral / active EE | $1,287 | $3,241-60.3% | $4,579-71.9% | $4,194-69.3% |
| Admin fee / account holder | $49 | $6,191-99.2% | $7,858-99.4% | $7,856-99.4% |