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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 | $2,858 | $54,757-94.8% | $90,304-96.8% | $72,975-96.1% |
| Participation rate | 69.6% | 65.2%+4.5pp | 73.3%-3.6pp | 69.5%+0.2pp |
| Annual return | 24.26% | 30.63%-6.4pp | 78.13%-53.9pp | 81.01%-56.8pp |
| Employer contribution / active EE | $725 | $2,093-65.4% | $2,855-74.6% | $2,440-70.3% |
| Participant deferral / active EE | $823 | $2,887-71.5% | $3,885-78.8% | $3,608-77.2% |
| Admin fee / account holder | $66 | $3,973-98.3% | $5,354-98.8% | $5,124-98.7% |