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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 | $14,101 | $96,558-85.4% | $80,977-82.6% | $273,972-94.9% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 6.19% | 15.14%-9.0pp | 17.11%-10.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $740 | $4,869-84.8% | $3,715-80.1% | $4,869-84.8% |
| Participant deferral / active EE | $2,017 | $6,598-69.4% | $5,696-64.6% | $5,287-61.9% |
| Admin fee / account holder | $153 | $7,493-98.0% | $5,517-97.2% | $10,133-98.5% |