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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 | $81,487-85.4% | $102,412-88.4% | $80,935-85.3% |
| Participation rate | 53.2% | 66.8%-13.6pp | 74.5%-21.3pp | 67.7%-14.4pp |
| Annual return | 75.23% | 25.60%+49.6pp | 24.94%+50.3pp | 35.66%+39.6pp |
| Employer contribution / active EE | $2,389 | $3,103-23.0% | $3,870-38.3% | $2,757-13.4% |
| Participant deferral / active EE | $2,937 | $3,871-24.1% | $5,060-42.0% | $4,299-31.7% |
| Admin fee / account holder | $218 | $6,717-96.8% | $8,388-97.4% | $6,924-96.8% |