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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 | $16,124 | $228,352-92.9% | $185,835-91.3% | $158,966-89.9% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 30.59% | 40.81%-10.2pp | 35.96%-5.4pp | 302.95%-272.4pp |
| Employer contribution / active EE | $631 | $4,967-87.3% | $4,087-84.6% | $4,762-86.7% |
| Participant deferral / active EE | $2,397 | $6,416-62.6% | $5,633-57.5% | $5,983-59.9% |
| Admin fee / account holder | $43 | $11,867-99.6% | $9,502-99.6% | $11,250-99.6% |