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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 | $6,243 | $60,788-89.7% | $85,705-92.7% | $79,389-92.1% |
| Participation rate | 37.6% | 62.1%-24.5pp | 69.9%-32.2pp | 70.7%-33.1pp |
| Annual return | 22.95% | 16.57%+6.4pp | 21.49%+1.5pp | 116.89%-93.9pp |
| Employer contribution / active EE | $898 | $1,664-46.1% | $2,619-65.7% | $2,428-63.0% |
| Participant deferral / active EE | $1,446 | $2,920-50.5% | $3,924-63.1% | $4,046-64.3% |
| Admin fee / account holder | $287 | $439-34.6% | $6,877-95.8% | $626-54.2% |