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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 | $13,891 | $56,544-75.4% | $75,501-81.6% | $70,126-80.2% |
| Participation rate | 58.6% | 68.1%-9.5pp | 72.4%-13.7pp | 69.5%-10.9pp |
| Annual return | 148.16% | 23.59%+124.6pp | 27.35%+120.8pp | 73.15%+75.0pp |
| Employer contribution / active EE | $946 | $1,817-47.9% | $2,352-59.8% | $2,343-59.6% |
| Participant deferral / active EE | $2,477 | $2,580-4.0% | $3,142-21.2% | $3,332-25.7% |
| Admin fee / account holder | $148 | $3,827-96.1% | $5,801-97.4% | $4,645-96.8% |