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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 | $8,374 | $110,307-92.4% | $96,576-91.3% | $139,456-94.0% |
| Participation rate | 61.1% | 78.1%-17.0pp | 76.0%-14.9pp | 80.3%-19.2pp |
| Annual return | 30.60% | 26.40%+4.2pp | 25.87%+4.7pp | 373.45%-342.8pp |
| Employer contribution / active EE | $997 | $3,619-72.5% | $2,965-66.4% | $4,753-79.0% |
| Participant deferral / active EE | $2,200 | $5,547-60.3% | $4,851-54.6% | $6,711-67.2% |
| Admin fee / account holder | $81 | $11,597-99.3% | $8,253-99.0% | $11,407-99.3% |