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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 | $12,585 | $118,467-89.4% | $98,450-87.2% | $139,456-91.0% |
| Participation rate | 57.1% | 77.5%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 31.20% | 18.95%+12.3pp | 21.16%+10.0pp | 373.45%-342.2pp |
| Employer contribution / active EE | $1,811 | $3,611-49.8% | $3,049-40.6% | $4,753-61.9% |
| Participant deferral / active EE | $4,725 | $5,393-12.4% | $4,739-0.3% | $6,711-29.6% |
| Admin fee / account holder | $61 | $14,057-99.6% | $8,961-99.3% | $11,407-99.5% |