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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 | $21,477 | $101,798-78.9% | $165,071-87.0% | $80,935-73.5% |
| Participation rate | 47.6% | 71.8%-24.2pp | 78.6%-31.0pp | 67.7%-20.0pp |
| Annual return | 22.58% | 16.73%+5.9pp | 70.17%-47.6pp | 35.66%-13.1pp |
| Employer contribution / active EE | $1,254 | $2,954-57.5% | $4,347-71.1% | $2,757-54.5% |
| Participant deferral / active EE | $2,278 | $4,476-49.1% | $6,035-62.3% | $4,299-47.0% |
| Admin fee / account holder | $259 | $8,221-96.8% | $12,695-98.0% | $6,924-96.3% |