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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 | $24,310 | $67,602-64.0% | $82,312-70.5% | $70,126-65.3% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.9%-20.8pp | 69.5%-13.4pp |
| Annual return | 17.75% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,191 | $1,755-32.1% | $2,428-51.0% | $2,343-49.2% |
| Participant deferral / active EE | $1,975 | $2,987-33.9% | $3,706-46.7% | $3,332-40.7% |
| Admin fee / account holder | $291 | $4,512-93.5% | $5,608-94.8% | $4,645-93.7% |