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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 | $11,868 | $81,446-85.4% | $103,374-88.5% | $80,874-85.3% |
| Participation rate | 53.2% | 66.9%-13.6pp | 74.5%-21.3pp | 67.6%-14.4pp |
| Annual return | 75.23% | 25.57%+49.7pp | 24.89%+50.3pp | 35.62%+39.6pp |
| Employer contribution / active EE | $2,389 | $3,107-23.1% | $3,869-38.3% | $2,756-13.3% |
| Participant deferral / active EE | $2,937 | $3,870-24.1% | $5,058-41.9% | $4,297-31.7% |
| Admin fee / account holder | $218 | $6,715-96.8% | $8,394-97.4% | $6,935-96.9% |