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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 | $11,264 | $99,345-88.7% | $84,753-86.7% | $273,970-95.9% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 6.56% | 22.93%-16.4pp | 22.78%-16.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,700 | $4,270+10.1% | $3,712+26.6% | $5,287-11.1% |
| Admin fee / account holder | $284 | $6,645-95.7% | $5,333-94.7% | $10,132-97.2% |