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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 | $21,908 | $136,860-84.0% | $120,344-81.8% | $154,746-85.8% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 21.17% | 21.38%-0.2pp | 20.30%+0.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,175 | $3,533-38.5% | $3,020-28.0% | $4,379-50.3% |
| Participant deferral / active EE | $2,175 | $5,793-62.5% | $5,135-57.6% | $6,730-67.7% |
| Admin fee / account holder | $36 | $15,393-99.8% | $12,742-99.7% | $14,365-99.7% |