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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 | $13,787 | $154,228-91.1% | $145,433-90.5% | $137,256-90.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 29.07% | 74.59%-45.5pp | 66.58%-37.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $855 | $4,804-82.2% | $4,554-81.2% | $4,156-79.4% |
| Participant deferral / active EE | $2,607 | $8,216-68.3% | $7,897-67.0% | $6,407-59.3% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |