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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 | $18,879 | $97,648-80.7% | $121,663-84.5% | $87,485-78.4% |
| Participation rate | 65.1% | 70.5%-5.4pp | 74.5%-9.4pp | 68.9%-3.8pp |
| Annual return | 16.81% | 18.03%-1.2pp | 147.54%-130.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,485 | $2,300-35.5% | $3,020-50.8% | $2,596-42.8% |
| Participant deferral / active EE | $3,781 | $3,923-3.6% | $4,887-22.6% | $4,274-11.5% |
| Admin fee / account holder | $71 | $11,100-99.4% | $14,289-99.5% | $7,775-99.1% |