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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 | $14,758 | $99,345-85.1% | $84,753-82.6% | $273,972-94.6% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 14.93% | 22.93%-8.0pp | 22.78%-7.9pp | 41.46%-26.5pp |
| Employer contribution / active EE | $2,033 | $4,214-51.8% | $3,574-43.1% | $4,869-58.2% |
| Participant deferral / active EE | $7,500 | $4,270+75.7% | $3,712+102.1% | $5,287+41.9% |
| Admin fee / account holder | $25 | $6,645-99.6% | $5,333-99.5% | $10,133-99.7% |