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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 | $20,060 | $78,428-74.4% | $95,960-79.1% | $79,852-74.9% |
| Participation rate | 28.6% | 73.5%-44.9pp | 77.1%-48.5pp | 69.6%-41.1pp |
| Annual return | 29.66% | 19.37%+10.3pp | 91.63%-62.0pp | 31.72%-2.1pp |
| Employer contribution / active EE | $657 | $1,945-66.2% | $2,541-74.2% | $2,471-73.4% |
| Participant deferral / active EE | $2,137 | $3,440-37.9% | $4,167-48.7% | $3,740-42.9% |
| Admin fee / account holder | $188 | $5,622-96.7% | $6,797-97.2% | $5,306-96.5% |