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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 | $11,351 | $89,367-87.3% | $141,191-92.0% | $72,975-84.4% |
| Participation rate | 67.2% | 75.1%-7.9pp | 82.5%-15.2pp | 69.5%-2.2pp |
| Annual return | 33.61% | 111.87%-78.3pp | 71.41%-37.8pp | 81.01%-47.4pp |
| Employer contribution / active EE | $1,620 | $3,115-48.0% | $4,736-65.8% | $2,440-33.6% |
| Participant deferral / active EE | $3,166 | $5,419-41.6% | $6,710-52.8% | $3,608-12.2% |
| Admin fee / account holder | $107 | $5,957-98.2% | $10,264-99.0% | $5,124-97.9% |