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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 | $8,997 | $72,027-87.5% | $185,861-95.2% | $79,856-88.7% |
| Participation rate | 44.1% | 65.8%-21.7pp | 78.0%-34.0pp | 69.6%-25.6pp |
| Annual return | 37.82% | 23.13%+14.7pp | 35.96%+1.9pp | 31.71%+6.1pp |
| Employer contribution / active EE | $819 | $1,965-58.3% | $4,088-80.0% | $2,471-66.9% |
| Participant deferral / active EE | $1,397 | $3,780-63.0% | $5,634-75.2% | $3,741-62.7% |
| Admin fee / account holder | $226 | $4,513-95.0% | $9,503-97.6% | $5,306-95.7% |