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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 | $16,788 | $165,399-89.8% | $149,745-88.8% | $158,982-89.4% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 28.03% | 348.34%-320.3pp | 276.72%-248.7pp | 302.99%-275.0pp |
| Employer contribution / active EE | $1,996 | $5,105-60.9% | $4,646-57.0% | $4,763-58.1% |
| Participant deferral / active EE | $3,229 | $7,183-55.1% | $6,843-52.8% | $5,983-46.0% |
| Admin fee / account holder | $71 | $10,811-99.3% | $9,312-99.2% | $11,252-99.4% |