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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 | $123,478-70.9% | $216,567-83.4% | $94,015-61.8% |
| Participation rate | 64.5% | 75.1%-10.6pp | 81.6%-17.1pp | 70.8%-6.3pp |
| Annual return | 12.58% | 23.61%-11.0pp | 12.94%-0.4pp | 17.84%-5.3pp |
| Employer contribution / active EE | $3,020 | $3,136-3.7% | $5,216-42.1% | $2,790+8.2% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $198 | $12,753-98.4% | $21,981-99.1% | $8,951-97.8% |