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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 | $23,743 | $67,602-64.9% | $82,312-71.2% | $70,126-66.1% |
| Participation rate | 23.1% | 72.8%-49.7pp | 76.9%-53.8pp | 69.5%-46.5pp |
| Annual return | 55.01% | 21.57%+33.4pp | 25.88%+29.1pp | 73.15%-18.1pp |
| Employer contribution / active EE | $1,718 | $1,755-2.1% | $2,428-29.3% | $2,343-26.7% |
| Participant deferral / active EE | $2,283 | $2,987-23.6% | $3,706-38.4% | $3,332-31.5% |
| Admin fee / account holder | $171 | $4,512-96.2% | $5,608-97.0% | $4,645-96.3% |