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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 | $10,803 | $78,423-86.2% | $95,964-88.7% | $79,856-86.5% |
| Participation rate | 34.4% | 73.5%-39.1pp | 77.1%-42.7pp | 69.6%-35.3pp |
| Annual return | 20.58% | 19.37%+1.2pp | 91.64%-71.1pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,313 | $1,945+18.9% | $2,541-9.0% | $2,471-6.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $271 | $5,622-95.2% | $6,797-96.0% | $5,306-94.9% |