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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 | $18,290 | $125,797-85.5% | $170,057-89.2% | $75,177-75.7% |
| Participation rate | 40.7% | 83.6%-42.9pp | 87.0%-46.3pp | 67.2%-26.5pp |
| Annual return | 20.32% | 27.20%-6.9pp | 53.42%-33.1pp | 160.75%-140.4pp |
| Employer contribution / active EE | $1,498 | $4,616-67.5% | $6,790-77.9% | $2,671-43.9% |
| Participant deferral / active EE | $3,470 | $6,838-49.3% | $10,411-66.7% | $4,126-15.9% |
| Admin fee / account holder | $287 | $8,177-96.5% | $12,826-97.8% | $5,651-94.9% |