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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 | $7,540 | $52,306-85.6% | $69,779-89.2% | $62,881-88.0% |
| Participation rate | 65.4% | 67.2%-1.8pp | 71.8%-6.4pp | 69.3%-3.9pp |
| Annual return | 12.24% | 13.35%-1.1pp | 12.99%-0.7pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,098 | $1,799-39.0% | $2,338-53.0% | $2,281-51.9% |
| Participant deferral / active EE | $1,405 | $2,395-41.3% | $2,931-52.1% | $3,203-56.1% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |