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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 | $16,205 | $56,054-71.1% | $171,082-90.5% | $62,881-74.2% |
| Participation rate | 62.5% | 62.9%-0.4pp | 76.7%-14.2pp | 69.3%-6.8pp |
| Annual return | 8.87% | 22.52%-13.7pp | 32.56%-23.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $373 | $1,731-78.5% | $4,002-90.7% | $2,281-83.7% |
| Participant deferral / active EE | $1,597 | $3,158-49.4% | $4,797-66.7% | $3,203-50.1% |
| Admin fee / account holder | $26 | $3,647-99.3% | $8,520-99.7% | $4,296-99.4% |