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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 | $15,716 | $135,956-88.4% | $123,894-87.3% | $273,972-94.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 4.51% | 56.63%-52.1pp | 47.52%-43.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,595 | $5,170-49.8% | $4,617-43.8% | $4,869-46.7% |
| Participant deferral / active EE | $2,595 | $6,343-59.1% | $5,984-56.6% | $5,287-50.9% |
| Admin fee / account holder | $56 | $9,817-99.4% | $8,357-99.3% | $10,133-99.5% |