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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 | $18,437 | $99,032-81.4% | $80,022-77.0% | $135,380-86.4% |
| Participation rate | 63.6% | 78.4%-14.7pp | 75.8%-12.2pp | 82.6%-19.0pp |
| Annual return | 10.21% | 15.39%-5.2pp | 11.22%-1.0pp | 519.81%-509.6pp |
| Employer contribution / active EE | $921 | $3,043-69.7% | $2,468-62.7% | $4,779-80.7% |
| Participant deferral / active EE | $3,118 | $4,282-27.2% | $3,686-15.4% | $5,609-44.4% |
| Admin fee / account holder | $281 | $10,436-97.3% | $6,521-95.7% | $10,828-97.4% |