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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 | $19,207 | $139,948-86.3% | $121,663-84.2% | $154,746-87.6% |
| Participation rate | 53.8% | 78.0%-24.2pp | 74.5%-20.6pp | 80.7%-26.9pp |
| Annual return | 20.25% | 230.52%-210.3pp | 147.54%-127.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,074 | $3,521-69.5% | $3,020-64.4% | $4,379-75.5% |
| Participant deferral / active EE | $1,692 | $5,629-69.9% | $4,887-65.4% | $6,730-74.9% |
| Admin fee / account holder | $97 | $17,321-99.4% | $14,289-99.3% | $14,365-99.3% |