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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 | $14,902 | $117,846-87.4% | $102,434-85.5% | $145,884-89.8% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 16.13% | 31.90%-15.8pp | 29.46%-13.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $922 | $3,615-74.5% | $3,023-69.5% | $4,662-80.2% |
| Participant deferral / active EE | $2,140 | $5,733-62.7% | $5,055-57.7% | $6,690-68.0% |
| Admin fee / account holder | $20 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |