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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 | $13,441 | $56,894-76.4% | $84,753-84.1% | $62,881-78.6% |
| Participation rate | 30.6% | 68.5%-38.0pp | 76.6%-46.0pp | 69.3%-38.7pp |
| Annual return | 60.23% | 6.30%+53.9pp | 22.78%+37.4pp | 20.14%+40.1pp |
| Employer contribution / active EE | $847 | $2,400-64.7% | $3,574-76.3% | $2,281-62.9% |
| Participant deferral / active EE | $2,284 | $2,709-15.7% | $3,712-38.5% | $3,203-28.7% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |