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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 | $18,254 | $81,504-77.6% | $102,437-82.2% | $80,959-77.5% |
| Participation rate | 69.0% | 66.9%+2.1pp | 74.5%-5.5pp | 67.7%+1.3pp |
| Annual return | 14.90% | 25.60%-10.7pp | 24.95%-10.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,751 | $3,871-54.8% | $5,060-65.4% | $4,300-59.3% |
| Admin fee / account holder | $123 | $6,719-98.2% | $8,388-98.5% | $6,925-98.2% |