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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 | $10,294 | $161,352-93.6% | $134,172-92.3% | $137,256-92.5% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.5%-12.5pp | 80.0%-20.0pp |
| Annual return | 20.98% | 28.72%-7.7pp | 25.30%-4.3pp | 220.34%-199.4pp |
| Employer contribution / active EE | $778 | $4,099-81.0% | $3,420-77.3% | $4,156-81.3% |
| Participant deferral / active EE | $1,306 | $5,552-76.5% | $4,690-72.1% | $6,407-79.6% |
| Admin fee / account holder | $73 | $15,028-99.5% | $12,016-99.4% | $12,270-99.4% |