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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 | $11,353 | $56,894-80.0% | $84,753-86.6% | $62,881-81.9% |
| Participation rate | 43.2% | 68.5%-25.3pp | 76.6%-33.3pp | 69.3%-26.1pp |
| Annual return | 10.62% | 6.30%+4.3pp | 22.78%-12.2pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,103 | $2,400-54.0% | $3,574-69.1% | $2,281-51.6% |
| Participant deferral / active EE | $1,643 | $2,709-39.3% | $3,712-55.7% | $3,203-48.7% |
| Admin fee / account holder | $118 | $3,581-96.7% | $5,333-97.8% | $4,296-97.2% |