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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 | $12,680 | $99,345-87.2% | $84,753-85.0% | $273,972-95.4% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 4.71% | 22.93%-18.2pp | 22.78%-18.1pp | 41.46%-36.7pp |
| Employer contribution / active EE | $665 | $4,214-84.2% | $3,574-81.4% | $4,869-86.3% |
| Participant deferral / active EE | $2,274 | $4,270-46.8% | $3,712-38.8% | $5,287-57.0% |
| Admin fee / account holder | $80 | $6,645-98.8% | $5,333-98.5% | $10,133-99.2% |