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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 | $40,569 | $138,386-70.7% | $184,260-78.0% | $80,935-49.9% |
| Participation rate | 45.5% | 83.9%-38.4pp | 86.8%-41.4pp | 67.7%-22.2pp |
| Annual return | 12.23% | 20.02%-7.8pp | 28.84%-16.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,928 | $4,851-60.3% | $6,427-70.0% | $2,757-30.1% |
| Participant deferral / active EE | $4,188 | $7,076-40.8% | $9,133-54.1% | $4,299-2.6% |
| Admin fee / account holder | $206 | $10,489-98.0% | $13,898-98.5% | $6,924-97.0% |