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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 | $21,452 | $157,296-86.4% | $141,191-84.8% | $152,897-86.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 29.05% | 64.34%-35.3pp | 71.41%-42.4pp | 345.43%-316.4pp |
| Employer contribution / active EE | $2,328 | $5,262-55.8% | $4,736-50.8% | $4,764-51.1% |
| Participant deferral / active EE | $7,693 | $7,111+8.2% | $6,710+14.6% | $5,851+31.5% |
| Admin fee / account holder | $93 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |