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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 | $12,716 | $65,367-80.5% | $92,915-86.3% | $72,976-82.6% |
| Participation rate | 55.3% | 68.3%-13.0pp | 76.0%-20.7pp | 69.5%-14.2pp |
| Annual return | 33.37% | 42.11%-8.7pp | 109.45%-76.1pp | 81.02%-47.6pp |
| Employer contribution / active EE | $1,618 | $2,594-37.6% | $3,653-55.7% | $2,440-33.7% |
| Participant deferral / active EE | $2,579 | $3,128-17.5% | $4,238-39.1% | $3,608-28.5% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |