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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 | $10,183 | $46,877-78.3% | $122,354-91.7% | $70,126-85.5% |
| Participation rate | 39.0% | 58.2%-19.2pp | 71.6%-32.7pp | 69.5%-30.6pp |
| Annual return | 18.54% | 24.22%-5.7pp | 30.28%-11.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $239 | $1,288-81.4% | $4,051-94.1% | $2,343-89.8% |
| Participant deferral / active EE | $1,798 | $2,167-17.0% | $3,287-45.3% | $3,332-46.0% |
| Admin fee / account holder | $168 | $3,324-94.9% | $5,479-96.9% | $4,645-96.4% |