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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 | $20,513 | $72,492-71.7% | $87,104-76.5% | $72,975-71.9% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 31.52% | 24.46%+7.1pp | 28.19%+3.3pp | 81.01%-49.5pp |
| Employer contribution / active EE | $1,355 | $1,894-28.5% | $2,521-46.3% | $2,440-44.5% |
| Participant deferral / active EE | $4,367 | $3,270+33.6% | $4,048+7.9% | $3,608+21.0% |
| Admin fee / account holder | $82 | $5,055-98.4% | $7,491-98.9% | $5,124-98.4% |