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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 | $18,520 | $117,895-84.3% | $102,460-81.9% | $145,897-87.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 11.12% | 31.92%-20.8pp | 29.47%-18.3pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,290 | $3,619-64.3% | $3,025-57.4% | $4,663-72.3% |
| Participant deferral / active EE | $2,632 | $5,736-54.1% | $5,056-47.9% | $6,689-60.7% |
| Admin fee / account holder | $129 | $13,353-99.0% | $9,460-98.6% | $13,390-99.0% |