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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 | $26,507 | $95,453-72.2% | $112,040-76.3% | $82,448-67.8% |
| Participation rate | 36.7% | 72.8%-36.0pp | 76.5%-39.8pp | 68.1%-31.3pp |
| Annual return | 20.84% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,616 | $4,224-38.1% | $5,098-48.7% | $4,139-36.8% |
| Admin fee / account holder | $289 | $9,013-96.8% | $12,098-97.6% | $7,234-96.0% |