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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 | $12,637 | $48,078-73.7% | $78,676-83.9% | $62,881-79.9% |
| Participation rate | 61.2% | 65.2%-4.0pp | 73.6%-12.3pp | 69.3%-8.1pp |
| Annual return | 6.87% | 31.36%-24.5pp | 62.19%-55.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,133 | $2,015-43.8% | $2,850-60.3% | $2,281-50.3% |
| Participant deferral / active EE | $2,465 | $2,587-4.7% | $3,517-29.9% | $3,203-23.0% |
| Admin fee / account holder | $23 | $3,206-99.3% | $4,510-99.5% | $4,296-99.5% |