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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 | $19,921 | $93,617-78.7% | $135,982-85.4% | $75,177-73.5% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 67.2%-11.2pp |
| Annual return | 25.24% | 30.89%-5.6pp | 68.32%-43.1pp | 160.75%-135.5pp |
| Employer contribution / active EE | $1,539 | $3,538-56.5% | $4,859-68.3% | $2,671-42.4% |
| Participant deferral / active EE | $3,373 | $6,406-47.3% | $7,760-56.5% | $4,126-18.3% |
| Admin fee / account holder | $107 | $6,980-98.5% | $10,767-99.0% | $5,651-98.1% |