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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 | $10,212 | $65,712-84.5% | $57,196-82.1% | $273,972-96.3% |
| Participation rate | 58.3% | 78.3%-20.0pp | 75.3%-17.0pp | 83.0%-24.7pp |
| Annual return | 16.56% | 22.01%-5.4pp | 14.59%+2.0pp | 41.46%-24.9pp |
| Employer contribution / active EE | $1,137 | $3,280-65.3% | $2,683-57.6% | $4,869-76.6% |
| Participant deferral / active EE | $2,869 | $3,782-24.1% | $3,096-7.3% | $5,287-45.7% |
| Admin fee / account holder | $55 | $4,838-98.9% | $3,141-98.3% | $10,133-99.5% |