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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 | $19,599 | $76,551-74.4% | $123,894-84.2% | $62,881-68.8% |
| Participation rate | 67.5% | 73.0%-5.4pp | 81.4%-13.9pp | 69.3%-1.8pp |
| Annual return | 10.04% | 18.68%-8.6pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,457 | $2,882-49.4% | $4,617-68.4% | $2,281-36.1% |
| Participant deferral / active EE | $3,898 | $4,840-19.4% | $5,984-34.9% | $3,203+21.7% |
| Admin fee / account holder | $254 | $4,826-94.7% | $8,357-97.0% | $4,296-94.1% |