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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 | $8,658 | $39,132-77.9% | $57,196-84.9% | $62,881-86.2% |
| Participation rate | 52.6% | 70.5%-17.9pp | 75.3%-22.8pp | 69.3%-16.7pp |
| Annual return | 13.43% | 9.24%+4.2pp | 14.59%-1.2pp | 20.14%-6.7pp |
| Employer contribution / active EE | $807 | $1,874-56.9% | $2,683-69.9% | $2,281-64.6% |
| Participant deferral / active EE | $1,028 | $2,374-56.7% | $3,096-66.8% | $3,203-67.9% |
| Admin fee / account holder | $160 | $2,594-93.8% | $3,141-94.9% | $4,296-96.3% |