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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 | $10,240 | $56,894-82.0% | $84,753-87.9% | $62,881-83.7% |
| Participation rate | 53.7% | 68.5%-14.9pp | 76.6%-22.9pp | 69.3%-15.6pp |
| Annual return | 4.48% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $6,374 | $2,400+165.6% | $3,574+78.3% | $2,281+179.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $252 | $3,581-93.0% | $5,333-95.3% | $4,296-94.1% |