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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 | $27,987 | $209,425-86.6% | $178,499-84.3% | $158,966-82.4% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 14.19% | 188.80%-174.6pp | 151.10%-136.9pp | 302.95%-288.8pp |
| Employer contribution / active EE | $1,472 | $5,707-74.2% | $5,011-70.6% | $4,762-69.1% |
| Participant deferral / active EE | $2,583 | $5,955-56.6% | $5,202-50.3% | $5,983-56.8% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |