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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 | $16,410 | $106,524-84.6% | $152,301-89.2% | $87,485-81.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.4%-19.9pp | 68.9%-6.4pp |
| Annual return | 19.20% | 26.89%-7.7pp | 80.50%-61.3pp | 26.06%-6.9pp |
| Employer contribution / active EE | $2,071 | $3,371-38.6% | $4,624-55.2% | $2,596-20.2% |
| Participant deferral / active EE | $5,029 | $6,525-22.9% | $8,004-37.2% | $4,274+17.7% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |