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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 | $6,313 | $51,708-87.8% | $106,619-94.1% | $62,881-90.0% |
| Participation rate | 48.8% | 66.9%-18.1pp | 78.0%-29.2pp | 69.3%-20.5pp |
| Annual return | 12.08% | 4.69%+7.4pp | 9.42%+2.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $476 | $1,764-73.0% | $3,947-87.9% | $2,281-79.1% |
| Participant deferral / active EE | $942 | $2,315-59.3% | $3,930-76.0% | $3,203-70.6% |
| Admin fee / account holder | $119 | $3,349-96.4% | $6,418-98.1% | $4,296-97.2% |