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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 | $14,072 | $201,372-93.0% | $184,260-92.4% | $145,884-90.4% |
| Participation rate | 36.4% | 87.5%-51.1pp | 86.8%-50.5pp | 80.3%-43.9pp |
| Annual return | 24.79% | 29.04%-4.3pp | 28.84%-4.1pp | 551.85%-527.1pp |
| Employer contribution / active EE | $2,754 | $7,024-60.8% | $6,427-57.1% | $4,662-40.9% |
| Participant deferral / active EE | $5,414 | $9,808-44.8% | $9,133-40.7% | $6,690-19.1% |
| Admin fee / account holder | $55 | $16,362-99.7% | $13,898-99.6% | $13,392-99.6% |