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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 | $19,206 | $99,652-80.7% | $78,778-75.6% | $147,586-87.0% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 23.20% | 47.28%-24.1pp | 35.62%-12.4pp | 578.59%-555.4pp |
| Employer contribution / active EE | $828 | $2,796-70.4% | $1,986-58.3% | $4,876-83.0% |
| Participant deferral / active EE | $3,375 | $3,664-7.9% | $2,958+14.1% | $5,439-37.9% |
| Admin fee / account holder | $112 | $7,155-98.4% | $5,134-97.8% | $10,886-99.0% |