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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 | $5,412 | $56,894-90.5% | $84,753-93.6% | $62,881-91.4% |
| Participation rate | 53.1% | 68.5%-15.4pp | 76.6%-23.5pp | 69.3%-16.2pp |
| Annual return | 40.99% | 6.30%+34.7pp | 22.78%+18.2pp | 20.14%+20.8pp |
| Employer contribution / active EE | $973 | $2,400-59.4% | $3,574-72.8% | $2,281-57.3% |
| Participant deferral / active EE | $1,164 | $2,709-57.0% | $3,712-68.6% | $3,203-63.7% |
| Admin fee / account holder | $83 | $3,581-97.7% | $5,333-98.4% | $4,296-98.1% |