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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 | $12,384 | $162,136-92.4% | $152,301-91.9% | $154,746-92.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 21.63% | 91.02%-69.4pp | 80.50%-58.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $2,558 | $4,890-47.7% | $4,624-44.7% | $4,379-41.6% |
| Participant deferral / active EE | $2,923 | $8,341-65.0% | $8,004-63.5% | $6,730-56.6% |
| Admin fee / account holder | $37 | $15,759-99.8% | $14,398-99.7% | $14,365-99.7% |