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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 | $11,109 | $228,352-95.1% | $185,835-94.0% | $158,966-93.0% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 15.65% | 40.81%-25.2pp | 35.96%-20.3pp | 302.95%-287.3pp |
| Employer contribution / active EE | $1,130 | $4,967-77.2% | $4,087-72.3% | $4,762-76.3% |
| Participant deferral / active EE | $3,252 | $6,416-49.3% | $5,633-42.3% | $5,983-45.6% |
| Admin fee / account holder | $95 | $11,867-99.2% | $9,502-99.0% | $11,250-99.2% |