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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 | $7,076 | $155,555-95.5% | $146,866-95.2% | $155,188-95.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 10.71% | 115.41%-104.7pp | 102.85%-92.1pp | 148.84%-138.1pp |
| Employer contribution / active EE | $1,544 | $4,647-66.8% | $4,425-65.1% | $4,248-63.6% |
| Participant deferral / active EE | $2,517 | $8,044-68.7% | $7,759-67.6% | $6,531-61.5% |
| Admin fee / account holder | $173 | $14,755-98.8% | $13,620-98.7% | $14,480-98.8% |