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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 | $6,658 | $54,541-87.8% | $78,778-91.5% | $70,126-90.5% |
| Participation rate | 44.0% | 60.8%-16.8pp | 69.2%-25.2pp | 69.5%-25.5pp |
| Annual return | 19.66% | 21.07%-1.4pp | 35.62%-16.0pp | 73.15%-53.5pp |
| Employer contribution / active EE | $546 | $1,089-49.9% | $1,986-72.5% | $2,343-76.7% |
| Participant deferral / active EE | $1,073 | $2,210-51.4% | $2,958-63.7% | $3,332-67.8% |
| Admin fee / account holder | $283 | $3,709-92.4% | $5,134-94.5% | $4,645-93.9% |