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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 | $227,291-86.8% | $214,702-86.1% | $155,188-80.7% |
| Participation rate | 61.5% | 88.0%-26.4pp | 87.5%-25.9pp | 80.8%-19.3pp |
| Annual return | 18.07% | 60.08%-42.0pp | 54.55%-36.5pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,541 | $6,772-77.2% | $6,461-76.1% | $4,248-63.7% |
| Participant deferral / active EE | $3,570 | $9,582-62.7% | $9,147-61.0% | $6,531-45.3% |
| Admin fee / account holder | $87 | $20,413-99.6% | $19,830-99.6% | $14,480-99.4% |