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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 | $14,197 | $76,551-81.5% | $123,894-88.5% | $62,881-77.4% |
| Participation rate | 64.0% | 73.0%-9.0pp | 81.4%-17.4pp | 69.3%-5.3pp |
| Annual return | 44.25% | 18.68%+25.6pp | 47.52%-3.3pp | 20.14%+24.1pp |
| Employer contribution / active EE | $2,201 | $2,882-23.6% | $4,617-52.3% | $2,281-3.5% |
| Participant deferral / active EE | $6,458 | $4,840+33.4% | $5,984+7.9% | $3,203+101.6% |
| Admin fee / account holder | $34 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |