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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 | $11,397 | $99,345-88.5% | $84,753-86.6% | $273,972-95.8% |
| Participation rate | 45.0% | 80.7%-35.7pp | 76.6%-31.6pp | 83.0%-38.0pp |
| Annual return | 6.52% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $771 | $4,214-81.7% | $3,574-78.4% | $4,869-84.2% |
| Participant deferral / active EE | $1,757 | $4,270-58.8% | $3,712-52.7% | $5,287-66.8% |
| Admin fee / account holder | $77 | $6,645-98.8% | $5,333-98.6% | $10,133-99.2% |