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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 | $181,062-92.7% | $158,223-91.6% | $155,188-91.5% |
| Participation rate | 69.2% | 82.7%-13.4pp | 79.2%-10.0pp | 80.8%-11.6pp |
| Annual return | 21.02% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.8pp |
| Employer contribution / active EE | $1,175 | $4,565-74.3% | $4,109-71.4% | $4,248-72.3% |
| Participant deferral / active EE | $5,632 | $6,134-8.2% | $5,467+3.0% | $6,531-13.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |