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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 | $17,158 | $106,905-84.0% | $84,020-79.6% | $152,885-88.8% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 12.21% | 105.00%-92.8pp | 71.31%-59.1pp | 345.39%-333.2pp |
| Employer contribution / active EE | $768 | $2,735-71.9% | $1,984-61.3% | $4,763-83.9% |
| Participant deferral / active EE | $2,977 | $4,012-25.8% | $3,239-8.1% | $5,851-49.1% |
| Admin fee / account holder | $201 | $8,287-97.6% | $6,101-96.7% | $11,598-98.3% |