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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 | $31,499 | $95,453-67.0% | $112,040-71.9% | $82,448-61.8% |
| Participation rate | 69.1% | 72.8%-3.6pp | 76.5%-7.4pp | 68.1%+1.0pp |
| Annual return | 22.80% | 23.92%-1.1pp | 24.52%-1.7pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,599 | $2,318-31.0% | $2,954-45.9% | $2,551-37.3% |
| Participant deferral / active EE | $3,928 | $4,224-7.0% | $5,098-23.0% | $4,139-5.1% |
| Admin fee / account holder | $284 | $9,013-96.8% | $12,098-97.6% | $7,234-96.1% |