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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 | $17,576 | $73,978-76.2% | $96,515-81.8% | $75,173-76.6% |
| Participation rate | 63.0% | 66.4%-3.5pp | 74.3%-11.4pp | 67.2%-4.2pp |
| Annual return | 26.22% | 26.72%-0.5pp | 35.73%-9.5pp | 160.72%-134.5pp |
| Employer contribution / active EE | $1,825 | $2,931-37.7% | $3,740-51.2% | $2,671-31.7% |
| Participant deferral / active EE | $5,300 | $3,660+44.8% | $4,880+8.6% | $4,126+28.4% |
| Admin fee / account holder | $254 | $5,219-95.1% | $6,735-96.2% | $5,651-95.5% |