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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 | $16,356 | $81,504-79.9% | $102,437-84.0% | $80,959-79.8% |
| Participation rate | 65.6% | 66.9%-1.3pp | 74.5%-8.9pp | 67.7%-2.1pp |
| Annual return | 14.51% | 25.60%-11.1pp | 24.95%-10.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,123 | $3,104-31.6% | $3,871-45.1% | $2,757-23.0% |
| Participant deferral / active EE | $2,947 | $3,871-23.9% | $5,060-41.8% | $4,300-31.5% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |