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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 | $13,176 | $99,345-86.7% | $84,753-84.5% | $273,972-95.2% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 9.23% | 22.93%-13.7pp | 22.78%-13.6pp | 41.46%-32.2pp |
| Employer contribution / active EE | $958 | $4,214-77.3% | $3,574-73.2% | $4,869-80.3% |
| Participant deferral / active EE | $2,543 | $4,270-40.4% | $3,712-31.5% | $5,287-51.9% |
| Admin fee / account holder | $242 | $6,645-96.4% | $5,333-95.5% | $10,133-97.6% |