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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 | $12,595 | $64,324-80.4% | $118,914-89.4% | $79,856-84.2% |
| Participation rate | 58.8% | 64.9%-6.0pp | 75.4%-16.6pp | 69.6%-10.8pp |
| Annual return | 20.29% | 86.45%-66.2pp | 35.89%-15.6pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,018 | $1,836-44.6% | $3,264-68.8% | $2,471-58.8% |
| Participant deferral / active EE | $2,006 | $2,824-29.0% | $4,266-53.0% | $3,741-46.4% |
| Admin fee / account holder | $117 | $4,040-97.1% | $6,582-98.2% | $5,306-97.8% |