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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 | $28,368 | $101,798-72.1% | $165,071-82.8% | $80,935-64.9% |
| Participation rate | 65.9% | 71.8%-5.9pp | 78.6%-12.7pp | 67.7%-1.8pp |
| Annual return | 13.27% | 16.73%-3.5pp | 70.17%-56.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,304 | $2,954-55.9% | $4,347-70.0% | $2,757-52.7% |
| Participant deferral / active EE | $2,147 | $4,476-52.0% | $6,035-64.4% | $4,299-50.1% |
| Admin fee / account holder | $101 | $8,221-98.8% | $12,695-99.2% | $6,924-98.5% |