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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 | $16,511 | $54,541-69.7% | $78,778-79.0% | $70,126-76.5% |
| Participation rate | 52.5% | 60.8%-8.3pp | 69.2%-16.7pp | 69.5%-17.0pp |
| Annual return | 31.16% | 21.07%+10.1pp | 35.62%-4.5pp | 73.15%-42.0pp |
| Employer contribution / active EE | $1,570 | $1,089+44.2% | $1,986-20.9% | $2,343-33.0% |
| Participant deferral / active EE | $2,568 | $2,210+16.2% | $2,958-13.2% | $3,332-22.9% |
| Admin fee / account holder | $231 | $3,709-93.8% | $5,134-95.5% | $4,645-95.0% |