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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 | $21,760 | $78,670-72.3% | $109,173-80.1% | $85,847-74.7% |
| Participation rate | 44.0% | 68.3%-24.3pp | 75.9%-31.9pp | 69.3%-25.3pp |
| Annual return | 12.63% | 25.09%-12.5pp | 25.75%-13.1pp | 318.61%-306.0pp |
| Employer contribution / active EE | $1,474 | $2,734-46.1% | $3,723-60.4% | $2,565-42.5% |
| Participant deferral / active EE | $3,348 | $3,467-3.5% | $4,654-28.1% | $3,952-15.3% |
| Admin fee / account holder | $15 | $5,469-99.7% | $6,755-99.8% | $6,261-99.8% |