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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 | $15,175 | $81,487-81.4% | $102,412-85.2% | $80,935-81.3% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 18.14% | 25.60%-7.5pp | 24.94%-6.8pp | 35.66%-17.5pp |
| Employer contribution / active EE | $2,365 | $3,103-23.8% | $3,870-38.9% | $2,757-14.2% |
| Participant deferral / active EE | $3,221 | $3,871-16.8% | $5,060-36.3% | $4,299-25.1% |
| Admin fee / account holder | $60 | $6,717-99.1% | $8,388-99.3% | $6,924-99.1% |