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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 | $14,344 | $99,345-85.6% | $84,753-83.1% | $273,972-94.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 6.36% | 22.93%-16.6pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,277 | $4,214-46.0% | $3,574-36.3% | $4,869-53.2% |
| Participant deferral / active EE | $3,034 | $4,270-28.9% | $3,712-18.3% | $5,287-42.6% |
| Admin fee / account holder | $43 | $6,645-99.4% | $5,333-99.2% | $10,133-99.6% |