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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 | $16,809 | $153,769-89.1% | $133,975-87.5% | $273,972-93.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 121.01% | 36.51%+84.5pp | 29.29%+91.7pp | 41.46%+79.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,946 | $6,958-14.6% | $6,282-5.4% | $5,287+12.5% |
| Admin fee / account holder | $10 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |