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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 | $6,796 | $135,956-95.0% | $123,894-94.5% | $273,972-97.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 23.95% | 56.63%-32.7pp | 47.52%-23.6pp | 41.46%-17.5pp |
| Employer contribution / active EE | $892 | $5,170-82.7% | $4,617-80.7% | $4,869-81.7% |
| Participant deferral / active EE | $2,581 | $6,343-59.3% | $5,984-56.9% | $5,287-51.2% |
| Admin fee / account holder | $209 | $9,817-97.9% | $8,357-97.5% | $10,133-97.9% |