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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 | $12,044 | $41,377-70.9% | $109,313-89.0% | $62,881-80.8% |
| Participation rate | 30.2% | 57.5%-27.4pp | 71.3%-41.1pp | 69.3%-39.1pp |
| Annual return | 10.35% | 11.05%-0.7pp | 22.07%-11.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $701 | $1,276-45.0% | $3,892-82.0% | $2,281-69.3% |
| Participant deferral / active EE | $1,654 | $2,045-19.1% | $3,166-47.8% | $3,203-48.4% |
| Admin fee / account holder | $126 | $2,884-95.6% | $5,666-97.8% | $4,296-97.1% |