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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 | $11,651 | $56,544-79.4% | $75,501-84.6% | $70,126-83.4% |
| Participation rate | 53.8% | 68.1%-14.3pp | 72.4%-18.5pp | 69.5%-15.7pp |
| Annual return | 19.59% | 23.59%-4.0pp | 27.35%-7.8pp | 73.15%-53.6pp |
| Employer contribution / active EE | $1,200 | $1,817-33.9% | $2,352-49.0% | $2,343-48.8% |
| Participant deferral / active EE | $2,504 | $2,580-3.0% | $3,142-20.3% | $3,332-24.9% |
| Admin fee / account holder | $245 | $3,827-93.6% | $5,801-95.8% | $4,645-94.7% |