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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 | $29,917 | $223,823-86.6% | $211,142-85.8% | $154,746-80.7% |
| Participation rate | 61.5% | 87.9%-26.3pp | 87.3%-25.8pp | 80.7%-19.2pp |
| Annual return | 18.07% | 50.39%-32.3pp | 46.84%-28.8pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,541 | $6,787-77.3% | $6,442-76.1% | $4,379-64.8% |
| Participant deferral / active EE | $3,570 | $9,750-63.4% | $9,284-61.5% | $6,730-47.0% |
| Admin fee / account holder | $87 | $19,707-99.6% | $19,076-99.5% | $14,365-99.4% |