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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 | $9,610 | $93,064-89.7% | $74,577-87.1% | $273,972-96.5% |
| Participation rate | 45.5% | 74.9%-29.5pp | 68.1%-22.7pp | 83.0%-37.6pp |
| Annual return | 10.14% | 26.18%-16.0pp | 20.47%-10.3pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,098 | $3,160-65.2% | $2,525-56.5% | $4,869-77.4% |
| Participant deferral / active EE | $1,098 | $4,160-73.6% | $3,458-68.2% | $5,287-79.2% |
| Admin fee / account holder | $49 | $5,273-99.1% | $4,138-98.8% | $10,133-99.5% |