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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 | $19,660 | $101,778-80.7% | $164,975-88.1% | $80,925-75.7% |
| Participation rate | 51.0% | 71.8%-20.8pp | 78.6%-27.6pp | 67.7%-16.6pp |
| Annual return | 42.08% | 16.73%+25.4pp | 70.12%-28.0pp | 35.65%+6.4pp |
| Employer contribution / active EE | $2,141 | $2,954-27.5% | $4,343-50.7% | $2,756-22.3% |
| Participant deferral / active EE | $2,969 | $4,477-33.7% | $6,033-50.8% | $4,299-30.9% |
| Admin fee / account holder | $155 | $8,221-98.1% | $12,688-98.8% | $6,940-97.8% |