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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 | $18,668 | $153,311-87.8% | $109,313-82.9% | $273,972-93.2% |
| Participation rate | 42.9% | 80.1%-37.2pp | 71.3%-28.4pp | 83.0%-40.2pp |
| Annual return | 10.66% | 29.86%-19.2pp | 22.07%-11.4pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,439 | $5,619-74.4% | $3,892-63.0% | $4,869-70.4% |
| Participant deferral / active EE | $2,175 | $3,932-44.7% | $3,166-31.3% | $5,287-58.9% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |