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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 | $15,565 | $65,364-76.2% | $92,909-83.2% | $72,975-78.7% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 23.57% | 42.11%-18.5pp | 109.44%-85.9pp | 81.01%-57.4pp |
| Employer contribution / active EE | $1,530 | $2,594-41.0% | $3,653-58.1% | $2,440-37.3% |
| Participant deferral / active EE | $2,320 | $3,128-25.8% | $4,238-45.3% | $3,608-35.7% |
| Admin fee / account holder | $14 | $4,251-99.7% | $5,795-99.8% | $5,124-99.7% |