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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 | $12,837 | $69,977-81.7% | $108,582-88.2% | $62,881-79.6% |
| Participation rate | 67.7% | 72.9%-5.2pp | 79.6%-11.8pp | 69.3%-1.6pp |
| Annual return | 32.30% | 10.73%+21.6pp | -51.70%+84.0pp | 20.14%+12.2pp |
| Employer contribution / active EE | $2,844 | $2,135+33.2% | $3,758-24.3% | $2,281+24.7% |
| Participant deferral / active EE | $3,832 | $3,165+21.1% | $4,311-11.1% | $3,203+19.6% |
| Admin fee / account holder | $104 | $5,076-97.9% | $7,645-98.6% | $4,296-97.6% |