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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 | $13,256 | $185,312-92.8% | $161,489-91.8% | $154,746-91.4% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 21.02% | 103.84%-82.8pp | 89.72%-68.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,175 | $4,769-75.4% | $4,268-72.5% | $4,379-73.2% |
| Participant deferral / active EE | $5,632 | $6,350-11.3% | $5,6300% | $6,730-16.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |