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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 | $10,486 | $215,361-95.1% | $171,082-93.9% | $273,972-96.2% |
| Participation rate | 38.5% | 82.0%-43.6pp | 76.7%-38.2pp | 83.0%-44.6pp |
| Annual return | 11.30% | 25.14%-13.8pp | 32.56%-21.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $737 | $4,967-85.2% | $4,002-81.6% | $4,869-84.9% |
| Participant deferral / active EE | $1,315 | $5,543-76.3% | $4,797-72.6% | $5,287-75.1% |
| Admin fee / account holder | $112 | $10,846-99.0% | $8,520-98.7% | $10,133-98.9% |