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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 | $11,282 | $77,638-85.5% | $156,551-92.8% | $62,881-82.1% |
| Participation rate | 66.7% | 71.2%-4.5pp | 84.0%-17.3pp | 69.3%-2.6pp |
| Annual return | 5.23% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $898 | $3,444-73.9% | $5,501-83.7% | $2,281-60.6% |
| Participant deferral / active EE | $1,008 | $3,046-66.9% | $4,871-79.3% | $3,203-68.5% |
| Admin fee / account holder | $292 | $5,561-94.8% | $13,028-97.8% | $4,296-93.2% |