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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 | $107,421-84.7% | $182,262-91.0% | $94,015-82.5% |
| Participation rate | 62.5% | 77.8%-15.3pp | 84.2%-21.7pp | 70.8%-8.3pp |
| Annual return | 19.20% | 21.32%-2.1pp | 140.60%-121.4pp | 17.84%+1.4pp |
| Employer contribution / active EE | $2,071 | $3,448-39.9% | $5,046-59.0% | $2,790-25.8% |
| Participant deferral / active EE | $5,029 | $6,558-23.3% | $8,276-39.2% | $4,249+18.4% |
| Admin fee / account holder | $0 | $8,692-100.0% | $16,712-100.0% | $8,951-100.0% |