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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 | $24,477 | $91,559-73.3% | $133,978-81.7% | $79,856-69.3% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | 19.56% | 61.85%-42.3pp | 45.10%-25.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,477 | $2,384+3.9% | $3,919-36.8% | $2,471+0.2% |
| Participant deferral / active EE | $4,521 | $3,734+21.1% | $5,047-10.4% | $3,741+20.9% |
| Admin fee / account holder | $188 | $6,321-97.0% | $8,930-97.9% | $5,306-96.5% |