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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 | $16,093 | $135,956-88.2% | $123,894-87.0% | $273,972-94.1% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 10.50% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-31.0pp |
| Employer contribution / active EE | $1,833 | $5,170-64.5% | $4,617-60.3% | $4,869-62.4% |
| Participant deferral / active EE | $2,438 | $6,343-61.6% | $5,984-59.3% | $5,287-53.9% |
| Admin fee / account holder | $71 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |