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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 | $14,666 | $67,606-78.3% | $82,313-82.2% | $70,124-79.1% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 17.53% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $939 | $1,755-46.5% | $2,428-61.3% | $2,342-59.9% |
| Participant deferral / active EE | $3,404 | $2,987+14.0% | $3,706-8.1% | $3,332+2.2% |
| Admin fee / account holder | $208 | $4,512-95.4% | $5,608-96.3% | $4,645-95.5% |