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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 | $9,884 | $105,623-90.6% | $87,502-88.7% | $273,972-96.4% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 14.45% | 12.26%+2.2pp | 12.21%+2.2pp | 41.46%-27.0pp |
| Employer contribution / active EE | $895 | $3,141-71.5% | $2,550-64.9% | $4,869-81.6% |
| Participant deferral / active EE | $2,343 | $3,601-34.9% | $3,149-25.6% | $5,287-55.7% |
| Admin fee / account holder | $189 | $4,781-96.1% | $4,221-95.5% | $10,133-98.1% |