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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 | $21,367 | $80,992-73.6% | $96,534-77.9% | $75,173-71.6% |
| Participation rate | 52.0% | 71.8%-19.8pp | 76.0%-24.0pp | 67.2%-15.2pp |
| Annual return | 22.99% | 27.05%-4.1pp | 25.88%-2.9pp | 160.72%-137.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,626 | $3,929-7.7% | $4,851-25.2% | $4,126-12.1% |
| Admin fee / account holder | $7 | $6,717-99.9% | $8,253-99.9% | $5,651-99.9% |