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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 | $9,892 | $91,559-89.2% | $133,978-92.6% | $79,856-87.6% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | 27.37% | 61.85%-34.5pp | 45.10%-17.7pp | 31.71%-4.3pp |
| Employer contribution / active EE | $1,816 | $2,384-23.8% | $3,919-53.7% | $2,471-26.5% |
| Participant deferral / active EE | $1,880 | $3,734-49.7% | $5,047-62.8% | $3,741-49.7% |
| Admin fee / account holder | $153 | $6,321-97.6% | $8,930-98.3% | $5,306-97.1% |