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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 | $27,356 | $140,592-80.5% | $123,106-77.8% | $125,393-78.2% |
| Participation rate | 42.9% | 88.2%-45.3pp | 86.8%-43.9pp | 83.2%-40.3pp |
| Annual return | -0.56% | 16.80%-17.4pp | 13.22%-13.8pp | 282.23%-282.8pp |
| Employer contribution / active EE | $1,472 | $6,041-75.6% | $5,151-71.4% | $4,866-69.8% |
| Participant deferral / active EE | $3,564 | $6,980-48.9% | $6,229-42.8% | $5,351-33.4% |
| Admin fee / account holder | $196 | $11,198-98.3% | $9,015-97.8% | $9,541-97.9% |