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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 | $177,595-88.2% | $148,496-85.8% | $198,609-89.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.0%-9.4pp | 82.4%-15.7pp |
| Annual return | 23.02% | 9.97%+13.1pp | 12.33%+10.7pp | 202.70%-179.7pp |
| Employer contribution / active EE | $1,165 | $4,098-71.6% | $3,497-66.7% | $5,055-76.9% |
| Participant deferral / active EE | $2,982 | $5,539-46.2% | $4,808-38.0% | $6,977-57.3% |
| Admin fee / account holder | $212 | $27,010-99.2% | $19,547-98.9% | $19,030-98.9% |