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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 | $10,893 | $72,272-84.9% | $101,264-89.2% | $79,858-86.4% |
| Participation rate | 31.8% | 68.5%-36.6pp | 75.8%-44.0pp | 69.6%-37.8pp |
| Annual return | 41.11% | 22.30%+18.8pp | 46.48%-5.4pp | 31.72%+9.4pp |
| Employer contribution / active EE | $1,385 | $2,692-48.5% | $3,660-62.2% | $2,471-43.9% |
| Participant deferral / active EE | $1,811 | $3,282-44.8% | $4,370-58.6% | $3,740-51.6% |
| Admin fee / account holder | $227 | $4,401-94.8% | $5,947-96.2% | $5,306-95.7% |