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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 | $99,875-83.6% | $146,866-88.8% | $86,983-81.1% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 19.20% | 28.10%-8.9pp | 102.85%-83.7pp | 25.83%-6.6pp |
| Employer contribution / active EE | $2,071 | $3,224-35.8% | $4,425-53.2% | $2,584-19.9% |
| Participant deferral / active EE | $5,029 | $6,322-20.5% | $7,759-35.2% | $4,194+19.9% |
| Admin fee / account holder | $0 | $7,838-100.0% | $13,620-100.0% | $7,856-100.0% |