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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 | $18,954 | $94,031-79.8% | $115,768-83.6% | $82,448-77.0% |
| Participation rate | 32.5% | 70.4%-37.9pp | 74.4%-41.9pp | 68.1%-35.6pp |
| Annual return | 36.08% | 20.61%+15.5pp | 100.46%-64.4pp | 41.64%-5.6pp |
| Employer contribution / active EE | $1,577 | $2,323-32.1% | $2,940-46.4% | $2,551-38.2% |
| Participant deferral / active EE | $1,988 | $3,972-49.9% | $4,917-59.6% | $4,139-52.0% |
| Admin fee / account holder | $20 | $10,249-99.8% | $12,439-99.8% | $7,234-99.7% |