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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 | $10,152 | $51,708-80.4% | $106,619-90.5% | $62,881-83.9% |
| Participation rate | 55.9% | 66.9%-11.0pp | 78.0%-22.1pp | 69.3%-13.4pp |
| Annual return | 34.09% | 4.69%+29.4pp | 9.42%+24.7pp | 20.14%+13.9pp |
| Employer contribution / active EE | $1,019 | $1,764-42.2% | $3,947-74.2% | $2,281-55.3% |
| Participant deferral / active EE | $3,342 | $2,315+44.3% | $3,930-15.0% | $3,203+4.3% |
| Admin fee / account holder | $37 | $3,349-98.9% | $6,418-99.4% | $4,296-99.1% |