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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 | $16,539 | $72,269-77.1% | $101,271-83.7% | $79,852-79.3% |
| Participation rate | 28.4% | 68.5%-40.1pp | 75.8%-47.4pp | 69.6%-41.3pp |
| Annual return | 43.69% | 22.29%+21.4pp | 46.48%-2.8pp | 31.72%+12.0pp |
| Employer contribution / active EE | $813 | $2,692-69.8% | $3,660-77.8% | $2,471-67.1% |
| Participant deferral / active EE | $1,676 | $3,282-48.9% | $4,371-61.7% | $3,740-55.2% |
| Admin fee / account holder | $210 | $4,401-95.2% | $5,948-96.5% | $5,306-96.0% |