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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 | $8,592 | $110,307-92.2% | $96,576-91.1% | $139,456-93.8% |
| Participation rate | 57.1% | 78.1%-21.0pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 33.70% | 26.40%+7.3pp | 25.87%+7.8pp | 373.45%-339.7pp |
| Employer contribution / active EE | $1,182 | $3,619-67.3% | $2,965-60.1% | $4,753-75.1% |
| Participant deferral / active EE | $2,498 | $5,547-55.0% | $4,851-48.5% | $6,711-62.8% |
| Admin fee / account holder | $25 | $11,597-99.8% | $8,253-99.7% | $11,407-99.8% |