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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 | $17,749 | $140,578-87.4% | $100,671-82.4% | $125,389-85.8% |
| Participation rate | 60.0% | 80.4%-20.4pp | 70.7%-10.7pp | 83.2%-23.2pp |
| Annual return | -2.42% | 24.67%-27.1pp | 20.43%-22.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,175 | $5,965-63.5% | $4,012-45.8% | $4,866-55.3% |
| Participant deferral / active EE | $3,645 | $3,981-8.5% | $3,144+15.9% | $5,352-31.9% |
| Admin fee / account holder | $121 | $6,716-98.2% | $4,850-97.5% | $9,541-98.7% |