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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 | $7,461 | $58,828-87.3% | $78,002-90.4% | $62,881-88.1% |
| Participation rate | 64.7% | 71.1%-6.4pp | 75.5%-10.8pp | 69.3%-4.6pp |
| Annual return | 23.97% | 17.16%+6.8pp | 425.99%-402.0pp | 20.14%+3.8pp |
| Employer contribution / active EE | $1,309 | $1,672-21.7% | $2,470-47.0% | $2,281-42.6% |
| Participant deferral / active EE | $2,634 | $2,686-1.9% | $3,497-24.7% | $3,203-17.8% |
| Admin fee / account holder | $195 | $4,393-95.6% | $5,481-96.4% | $4,296-95.5% |