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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 | $21,045 | $139,948-85.0% | $121,663-82.7% | $154,746-86.4% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 23.02% | 230.52%-207.5pp | 147.54%-124.5pp | 172.34%-149.3pp |
| Employer contribution / active EE | $1,165 | $3,521-66.9% | $3,020-61.4% | $4,379-73.4% |
| Participant deferral / active EE | $2,982 | $5,629-47.0% | $4,887-39.0% | $6,730-55.7% |
| Admin fee / account holder | $212 | $17,321-98.8% | $14,289-98.5% | $14,365-98.5% |