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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 | $16,152 | $135,956-88.1% | $123,894-87.0% | $273,972-94.1% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 16.75% | 56.63%-39.9pp | 47.52%-30.8pp | 41.46%-24.7pp |
| Employer contribution / active EE | $1,078 | $5,170-79.1% | $4,617-76.6% | $4,869-77.9% |
| Participant deferral / active EE | $4,072 | $6,343-35.8% | $5,984-31.9% | $5,287-23.0% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |