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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 | $14,282 | $181,895-92.1% | $156,551-90.9% | $273,973-94.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 11.44% | 30.74%-19.3pp | 32.23%-20.8pp | 41.46%-30.0pp |
| Employer contribution / active EE | $3,593 | $6,248-42.5% | $5,501-34.7% | $4,869-26.2% |
| Participant deferral / active EE | $4,668 | $5,550-15.9% | $4,871-4.2% | $5,287-11.7% |
| Admin fee / account holder | $127 | $15,560-99.2% | $13,028-99.0% | $10,133-98.7% |