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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 | $14,804 | $117,829-87.4% | $102,423-85.5% | $145,877-89.9% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 22.73% | 31.83%-9.1pp | 29.42%-6.7pp | 551.28%-528.6pp |
| Employer contribution / active EE | $1,143 | $3,615-68.4% | $3,023-62.2% | $4,663-75.5% |
| Participant deferral / active EE | $1,933 | $5,732-66.3% | $5,054-61.8% | $6,691-71.1% |
| Admin fee / account holder | $203 | $13,335-98.5% | $9,455-97.9% | $13,402-98.5% |