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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 | $35,949 | $114,712-68.7% | $173,730-79.3% | $87,485-58.9% |
| Participation rate | 64.5% | 73.0%-8.5pp | 79.6%-15.1pp | 68.9%-4.4pp |
| Annual return | 12.58% | 20.18%-7.6pp | 19.96%-7.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $3,020 | $2,904+4.0% | $4,577-34.0% | $2,596+16.3% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $198 | $10,210-98.1% | $17,523-98.9% | $7,775-97.5% |