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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 | $5,123 | $56,894-91.0% | $84,753-94.0% | $62,881-91.9% |
| Participation rate | 69.8% | 68.5%+1.2pp | 76.6%-6.8pp | 69.3%+0.5pp |
| Annual return | 9.94% | 6.30%+3.6pp | 22.78%-12.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $874 | $2,400-63.6% | $3,574-75.5% | $2,281-61.7% |
| Participant deferral / active EE | $1,446 | $2,709-46.6% | $3,712-61.0% | $3,203-54.8% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |