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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 | $16,758 | $60,349-72.2% | $74,184-77.4% | $62,881-73.3% |
| Participation rate | 30.3% | 72.7%-42.4pp | 76.6%-46.3pp | 69.3%-39.0pp |
| Annual return | 10.05% | 21.38%-11.3pp | 17.74%-7.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $513 | $1,680-69.4% | $2,370-78.3% | $2,281-77.5% |
| Participant deferral / active EE | $1,339 | $2,856-53.1% | $3,550-62.3% | $3,203-58.2% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |