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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 | $14,149 | $124,314-88.6% | $109,163-87.0% | $167,518-91.6% |
| Participation rate | 69.2% | 79.4%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 16.47% | 26.04%-9.6pp | 25.75%-9.3pp | 478.71%-462.2pp |
| Employer contribution / active EE | $971 | $4,209-76.9% | $3,723-73.9% | $4,838-79.9% |
| Participant deferral / active EE | $4,839 | $5,256-7.9% | $4,654+4.0% | $6,342-23.7% |
| Admin fee / account holder | $89 | $7,973-98.9% | $6,754-98.7% | $12,312-99.3% |