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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 | $19,191 | $73,978-74.1% | $96,515-80.1% | $75,173-74.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 25.74% | 26.72%-1.0pp | 35.73%-10.0pp | 160.72%-135.0pp |
| Employer contribution / active EE | $892 | $2,931-69.6% | $3,740-76.1% | $2,671-66.6% |
| Participant deferral / active EE | $3,036 | $3,660-17.1% | $4,880-37.8% | $4,126-26.4% |
| Admin fee / account holder | $35 | $5,219-99.3% | $6,735-99.5% | $5,651-99.4% |