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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 | $23,064 | $176,786-87.0% | $146,643-84.3% | $167,536-86.2% |
| Participation rate | 46.7% | 83.6%-37.0pp | 80.1%-33.4pp | 82.1%-35.4pp |
| Annual return | 20.37% | 24.04%-3.7pp | 22.75%-2.4pp | 478.82%-458.4pp |
| Employer contribution / active EE | $2,719 | $5,161-47.3% | $4,137-34.3% | $4,839-43.8% |
| Participant deferral / active EE | $5,862 | $6,440-9.0% | $5,506+6.5% | $6,342-7.6% |
| Admin fee / account holder | $266 | $13,262-98.0% | $10,280-97.4% | $12,315-97.8% |