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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 | $8,232 | $55,457-85.2% | $77,361-89.4% | $94,015-91.2% |
| Participation rate | 61.0% | 69.8%-8.8pp | 75.0%-13.9pp | 70.8%-9.8pp |
| Annual return | 16.42% | 15.57%+0.9pp | 1011.54%-995.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $1,198 | $2,255-46.9% | $2,990-59.9% | $2,790-57.1% |
| Participant deferral / active EE | $1,527 | $3,069-50.2% | $3,911-61.0% | $4,249-64.1% |
| Admin fee / account holder | $265 | $4,334-93.9% | $5,894-95.5% | $8,951-97.0% |