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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 | $14,370 | $181,896-92.1% | $156,551-90.8% | $273,972-94.8% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 76.23% | 30.74%+45.5pp | 32.23%+44.0pp | 41.46%+34.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,534 | $5,550-18.3% | $4,871-6.9% | $5,287-14.2% |
| Admin fee / account holder | $33 | $15,560-99.8% | $13,028-99.7% | $10,133-99.7% |