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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 | $28,649 | $109,620-73.9% | $148,496-80.7% | $94,015-69.5% |
| Participation rate | 53.8% | 71.3%-17.4pp | 76.0%-22.2pp | 70.8%-17.0pp |
| Annual return | 20.71% | 17.54%+3.2pp | 12.33%+8.4pp | 17.84%+2.9pp |
| Employer contribution / active EE | $1,607 | $2,618-38.6% | $3,497-54.1% | $2,790-42.4% |
| Participant deferral / active EE | $3,518 | $3,831-8.2% | $4,808-26.8% | $4,249-17.2% |
| Admin fee / account holder | $0 | $10,050-100.0% | $19,547-100.0% | $8,951-100.0% |