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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 | $7,034 | $48,078-85.4% | $78,676-91.1% | $62,881-88.8% |
| Participation rate | 46.0% | 65.2%-19.2pp | 73.6%-27.6pp | 69.3%-23.3pp |
| Annual return | 6.75% | 31.36%-24.6pp | 62.19%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,237 | $2,015-38.6% | $2,850-56.6% | $2,281-45.8% |
| Participant deferral / active EE | $2,038 | $2,587-21.2% | $3,517-42.0% | $3,203-36.4% |
| Admin fee / account holder | $12 | $3,206-99.6% | $4,510-99.7% | $4,296-99.7% |