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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 | $15,812 | $103,392-84.7% | $87,104-81.8% | $152,897-89.7% |
| Participation rate | 69.2% | 79.4%-10.1pp | 76.9%-7.6pp | 82.5%-13.2pp |
| Annual return | 32.10% | 28.10%+4.0pp | 28.19%+3.9pp | 345.43%-313.3pp |
| Employer contribution / active EE | $1,066 | $3,221-66.9% | $2,521-57.7% | $4,764-77.6% |
| Participant deferral / active EE | $4,714 | $4,778-1.4% | $4,048+16.4% | $5,851-19.4% |
| Admin fee / account holder | $98 | $12,194-99.2% | $7,491-98.7% | $11,599-99.2% |