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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 | $8,402 | $58,851-85.7% | $115,167-92.7% | $72,976-88.5% |
| Participation rate | 48.5% | 65.5%-17.1pp | 75.9%-27.4pp | 69.5%-21.0pp |
| Annual return | 26.72% | 23.16%+3.6pp | 35.60%-8.9pp | 81.02%-54.3pp |
| Employer contribution / active EE | $955 | $1,798-46.9% | $3,179-70.0% | $2,440-60.9% |
| Participant deferral / active EE | $1,917 | $2,643-27.5% | $4,169-54.0% | $3,608-46.9% |
| Admin fee / account holder | $273 | $6,370-95.7% | $7,089-96.1% | $5,124-94.7% |