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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 | $13,371 | $99,345-86.5% | $84,753-84.2% | $273,972-95.1% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 9.74% | 22.93%-13.2pp | 22.78%-13.0pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,111 | $4,214-73.6% | $3,574-68.9% | $4,869-77.2% |
| Participant deferral / active EE | $1,815 | $4,270-57.5% | $3,712-51.1% | $5,287-65.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |