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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 | $5,559 | $54,541-89.8% | $78,778-92.9% | $70,126-92.1% |
| Participation rate | 65.9% | 60.8%+5.1pp | 69.2%-3.3pp | 69.5%-3.7pp |
| Annual return | 35.48% | 21.07%+14.4pp | 35.62%-0.1pp | 73.15%-37.7pp |
| Employer contribution / active EE | $1,238 | $1,089+13.7% | $1,986-37.7% | $2,343-47.2% |
| Participant deferral / active EE | $1,533 | $2,210-30.6% | $2,958-48.2% | $3,332-54.0% |
| Admin fee / account holder | $131 | $3,709-96.5% | $5,134-97.5% | $4,645-97.2% |