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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 | $19,213 | $181,896-89.4% | $156,551-87.7% | $273,972-93.0% |
| Participation rate | 61.9% | 88.4%-26.5pp | 84.0%-22.1pp | 83.0%-21.1pp |
| Annual return | 8.17% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,756 | $6,248-71.9% | $5,501-68.1% | $4,869-63.9% |
| Participant deferral / active EE | $2,587 | $5,550-53.4% | $4,871-46.9% | $5,287-51.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |